+216.0%
C vs W
+161.9%
+54.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +4.2% | +0.2% | +4.0% | +4.1% |
| 30D | +2.0% | +6.8% | -4.8% | +0.6% |
| 3M | -10.1% | +10.7% | -20.8% | -12.1% |
| 6M | +1.0% | +86.3% | -85.4% | -11.9% |
| YTD | +8.5% | +11.5% | -3.0% | +2.9% |
| 1Y | +25.7% | +5.1% | +20.6% | +20.2% |
| 3Y | +216.0% | +171.0% | +45.0% | +136.7% |
| All | +216.0% | +161.9% | +54.1% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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