+70.7%
MA vs DOW
-20.1%
+90.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +1.3% | +5.2% | -3.9% | +0.8% |
| 30D | +9.6% | +13.2% | -3.6% | +8.1% |
| 3M | +16.8% | +10.1% | +6.7% | +15.4% |
| 6M | +35.2% | -13.1% | +48.3% | +37.1% |
| YTD | +16.6% | +46.1% | -29.6% | +7.7% |
| 1Y | +19.8% | +50.0% | -30.2% | +10.0% |
| 3Y | +70.7% | -20.2% | +90.9% | +70.5% |
| All | +70.7% | -20.1% | +90.8% | +70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling