+51.9%
DOW vs LVS
-31.5%
+83.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.5% | -9.7% | -3.6% |
| 7D | -4.2% | +13.4% | -17.6% | -5.1% |
| 30D | +14.7% | +12.2% | +2.5% | +13.6% |
| 3M | +9.1% | -10.7% | +19.8% | +10.3% |
| 6M | -17.7% | -19.8% | +2.2% | -15.5% |
| YTD | +44.6% | -35.8% | +80.4% | +55.2% |
| 1Y | +51.9% | -31.8% | +83.7% | +58.3% |
| All | +51.9% | -31.5% | +83.4% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 1y: compounded portfolio wealth divided by compounded LVS 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…
1y analysis · Full analysis span regression · 6 months rolling