+270.6%
C vs DOW
-36.1%
+306.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.2% |
| 7D | +3.6% | -2.4% | +6.0% | +4.0% |
| 30D | +0.1% | +0.4% | -0.3% | -0.3% |
| 3M | +2.4% | -14.4% | +16.8% | +5.2% |
| 6M | +24.9% | -7.0% | +31.9% | +23.0% |
| YTD | +19.8% | +30.2% | -10.4% | +5.4% |
| 1Y | +44.9% | +29.2% | +15.7% | +26.7% |
| All | +270.6% | -36.1% | +306.7% | +334.2% |
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