+322.4%
NET vs ALL
+117.0%
+205.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.5% | -2.5% |
| 7D | -16.4% | +7.5% | -23.9% | -16.2% |
| 30D | -25.8% | +19.7% | -45.6% | -25.9% |
| 3M | -11.5% | +2.9% | -14.4% | -11.3% |
| 6M | +18.9% | +23.5% | -4.6% | +18.0% |
| YTD | +35.2% | +31.1% | +4.1% | +33.2% |
| 1Y | +14.5% | +40.5% | -26.0% | +11.3% |
| All | +322.4% | +117.0% | +205.4% | +342.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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