+165.5%
B vs DOW
-20.1%
+185.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -7.3% | +5.2% | -12.5% | -7.7% |
| 30D | -3.3% | +13.2% | -16.5% | -4.6% |
| 3M | -7.8% | +10.1% | -17.9% | -8.7% |
| 6M | -15.5% | -13.1% | -2.5% | -14.1% |
| YTD | -12.3% | +46.1% | -58.4% | -18.9% |
| 1Y | +5.4% | +50.0% | -44.7% | -3.1% |
| 3Y | +165.5% | -20.2% | +185.8% | +182.9% |
| All | +165.5% | -20.1% | +185.6% | +182.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling