+7.8%
D vs COMP
-31.2%
+38.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.4% |
| 7D | +1.5% | +1.4% | +0.1% | +1.4% |
| 30D | -2.6% | -13.3% | +10.7% | -2.0% |
| 3M | 0.0% | +41.1% | -41.1% | -1.6% |
| 6M | +7.4% | +17.2% | -9.8% | +6.1% |
| YTD | +15.9% | +5.2% | +10.7% | +14.8% |
| 1Y | +18.1% | +18.9% | -0.8% | +16.1% |
| 3Y | +58.4% | +215.9% | -157.5% | +44.1% |
| All | +7.8% | -31.2% | +38.9% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded COMP 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling