+145.9%
C vs DOW
-11.5%
+157.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +3.1% |
| 7D | -0.9% | -9.4% | +8.5% | +3.8% |
| 30D | -5.4% | +8.9% | -14.3% | -9.7% |
| 3M | -9.2% | +6.7% | -15.9% | -13.1% |
| 6M | -1.8% | -14.2% | +12.4% | +3.3% |
| YTD | +6.7% | +36.9% | -30.2% | -17.6% |
| 1Y | +23.5% | +45.8% | -22.2% | -8.7% |
| 3Y | +219.8% | -23.9% | +243.7% | +231.4% |
| 5Y | +112.4% | -30.8% | +143.2% | +130.1% |
| All | +145.9% | -11.5% | +157.4% | +91.5% |
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