+307.4%
B vs DOW
-15.9%
+323.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +1.0% | -6.0% | +7.1% | +1.8% |
| 30D | +9.5% | -2.7% | +12.2% | +9.8% |
| 3M | +14.3% | -10.5% | +24.8% | +15.6% |
| 6M | -1.9% | -12.4% | +10.6% | -1.3% |
| YTD | +4.1% | +30.0% | -25.9% | -1.0% |
| 1Y | +56.1% | +27.8% | +28.3% | +48.1% |
| 3Y | +202.0% | -34.9% | +236.9% | +212.6% |
| 5Y | +158.8% | -35.9% | +194.7% | +165.7% |
| All | +307.4% | -15.9% | +323.3% | +275.5% |
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