+9.8%
O vs DOW
+55.2%
-45.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.5% |
| 7D | -0.4% | +3.7% | -4.1% | -0.4% |
| 30D | +8.3% | +16.3% | -8.0% | +8.0% |
| 3M | -4.0% | +9.7% | -13.7% | -4.2% |
| 6M | -2.6% | -14.1% | +11.5% | -2.8% |
| YTD | +9.9% | +46.6% | -36.7% | +6.2% |
| 1Y | +9.8% | +56.8% | -47.0% | +6.0% |
| All | +9.8% | +55.2% | -45.3% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling