+216.0%
C vs DOW
-20.1%
+236.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +4.2% | +5.2% | -1.1% | +3.4% |
| 30D | +2.0% | +13.2% | -11.2% | -0.1% |
| 3M | -10.1% | +10.1% | -20.2% | -11.7% |
| 6M | +1.0% | -13.1% | +14.1% | +3.6% |
| YTD | +8.5% | +46.1% | -37.7% | -6.1% |
| 1Y | +25.7% | +50.0% | -24.3% | +7.6% |
| 3Y | +216.0% | -20.2% | +236.2% | +245.3% |
| All | +216.0% | -20.1% | +236.1% | +245.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling