+105.9%
C vs DOW
-30.0%
+135.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.0% |
| 7D | -2.4% | -9.5% | +7.1% | +0.2% |
| 30D | -6.0% | +13.1% | -19.1% | -9.4% |
| 3M | -10.5% | +4.8% | -15.4% | -12.3% |
| 6M | -5.7% | -16.7% | +10.9% | -1.4% |
| YTD | +4.1% | +38.9% | -34.7% | -13.7% |
| 1Y | +20.5% | +48.3% | -27.8% | -3.4% |
| 3Y | +208.1% | -24.4% | +232.5% | +238.6% |
| All | +105.9% | -30.0% | +135.9% | +133.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling