+174.2%
C vs DOW
-15.4%
+189.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.9% |
| 7D | +3.2% | -2.9% | +6.1% | +4.5% |
| 30D | +1.3% | +2.0% | -0.7% | -0.2% |
| 3M | +3.1% | -12.5% | +15.7% | +8.4% |
| 6M | +29.6% | -9.2% | +38.8% | +29.0% |
| YTD | +19.0% | +30.8% | -11.8% | -5.5% |
| 1Y | +45.6% | +29.4% | +16.3% | +14.0% |
| 3Y | +269.3% | -34.6% | +303.8% | +322.7% |
| 5Y | +131.6% | -35.9% | +167.5% | +162.9% |
| All | +174.2% | -15.4% | +189.6% | +119.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling