+195.3%
B vs P
+190.3%
+4.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.1% | +3.6% |
| 7D | +11.3% | -9.6% | +20.9% | +12.1% |
| 30D | +2.9% | -33.4% | +36.4% | +6.7% |
| 3M | -2.9% | +14.2% | -17.1% | -5.5% |
| 6M | -1.2% | +31.6% | -32.8% | -6.0% |
| YTD | -1.3% | +53.5% | -54.8% | -7.7% |
| 1Y | +30.4% | +14.2% | +16.2% | +23.9% |
| 3Y | +195.3% | +190.5% | +4.8% | +166.2% |
| All | +195.3% | +190.3% | +4.9% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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