+207.0%
C vs ALL
+377.9%
-170.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.3% |
| 7D | +4.2% | +5.0% | -0.9% | +1.1% |
| 30D | +2.0% | +13.3% | -11.3% | -5.8% |
| 3M | -10.1% | +3.2% | -13.3% | -12.4% |
| 6M | +1.0% | +25.3% | -24.4% | -14.6% |
| YTD | +8.5% | +30.5% | -22.0% | -11.7% |
| 1Y | +25.7% | +29.2% | -3.5% | +2.9% |
| 3Y | +216.0% | +119.1% | +96.9% | +67.1% |
| 5Y | +112.3% | +162.6% | -50.3% | -10.1% |
| All | +207.0% | +377.9% | -170.9% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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