+211.9%
B vs FITB
+282.4%
-70.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | +1.0% | -0.4% | +1.4% | +1.1% |
| 30D | +9.5% | -5.1% | +14.6% | +9.7% |
| 3M | +14.3% | +3.5% | +10.8% | +14.2% |
| 6M | -1.9% | +17.2% | -19.1% | -2.5% |
| YTD | +4.1% | +17.6% | -13.6% | +3.4% |
| 1Y | +56.1% | +23.4% | +32.8% | +54.9% |
| 3Y | +202.0% | +129.7% | +72.3% | +195.2% |
| 5Y | +158.8% | +68.4% | +90.4% | +153.1% |
| 10Y | +211.9% | +285.6% | -73.7% | +197.5% |
| All | +211.9% | +282.4% | -70.5% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FITB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling