+294.7%
C vs XYZ
+580.4%
-285.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.0% |
| 7D | +2.6% | -3.7% | +6.3% | +3.4% |
| 30D | +1.9% | +0.5% | +1.4% | +1.6% |
| 3M | +2.8% | +16.3% | -13.5% | -1.1% |
| 6M | +30.6% | +21.1% | +9.4% | +24.0% |
| YTD | +19.9% | +22.0% | -2.1% | +12.8% |
| 1Y | +44.6% | +5.2% | +39.4% | +40.0% |
| 3Y | +272.1% | +49.6% | +222.6% | +218.2% |
| 5Y | +132.0% | -68.4% | +200.4% | +156.3% |
| 10Y | +294.7% | +604.5% | -309.9% | +123.7% |
| All | +294.7% | +580.4% | -285.7% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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