+55.3%
B vs DOW
+27.5%
+27.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.4% |
| 7D | +2.3% | -2.9% | +5.2% | +2.3% |
| 30D | +1.4% | +2.0% | -0.6% | +1.4% |
| 3M | +12.2% | -12.5% | +24.7% | +12.5% |
| 6M | -2.1% | -9.2% | +7.1% | -3.4% |
| YTD | +2.9% | +30.8% | -27.8% | -0.8% |
| 1Y | +55.3% | +29.4% | +25.9% | +45.1% |
| All | +55.3% | +27.5% | +27.8% | +45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling