+269.3%
C vs BR
-4.7%
+274.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | 0.0% |
| 7D | +3.2% | -5.9% | +9.1% | +5.0% |
| 30D | +1.3% | +1.9% | -0.6% | +0.5% |
| 3M | +3.1% | +14.7% | -11.5% | -1.9% |
| 6M | +29.6% | -12.8% | +42.4% | +37.1% |
| YTD | +19.0% | -23.0% | +42.0% | +34.2% |
| 1Y | +45.6% | -31.7% | +77.3% | +75.2% |
| 3Y | +269.3% | -4.8% | +274.0% | +264.2% |
| All | +269.3% | -4.7% | +274.0% | +264.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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