+286.2%
B vs DOW
-11.5%
+297.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.4% |
| 7D | +11.3% | -9.4% | +20.7% | +12.5% |
| 30D | +2.9% | +8.9% | -6.0% | +1.8% |
| 3M | -2.9% | +6.7% | -9.6% | -3.9% |
| 6M | -1.2% | -14.2% | +13.0% | +0.2% |
| YTD | -1.3% | +36.9% | -38.3% | -7.0% |
| 1Y | +30.4% | +45.8% | -15.3% | +21.8% |
| 3Y | +195.3% | -23.9% | +219.2% | +199.2% |
| 5Y | +146.2% | -30.8% | +177.0% | +150.3% |
| All | +286.2% | -11.5% | +297.6% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling