+262.3%
MAR vs DOW
-5.5%
+267.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | +1.6% | +5.2% | -3.6% | -0.4% |
| 30D | +13.8% | +13.2% | +0.6% | +8.0% |
| 3M | +20.3% | +10.1% | +10.2% | +14.9% |
| 6M | +21.3% | -13.1% | +34.4% | +26.4% |
| YTD | +37.2% | +46.1% | -8.9% | +9.0% |
| 1Y | +48.4% | +50.0% | -1.6% | +16.0% |
| 3Y | +120.1% | -20.2% | +140.4% | +123.2% |
| 5Y | +182.1% | -27.7% | +209.8% | +197.6% |
| All | +262.3% | -5.5% | +267.8% | +219.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling