+693.5%
P vs A
+246.7%
+446.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.0% |
| 7D | +6.5% | -1.9% | +8.5% | +7.7% |
| 30D | +18.8% | +6.9% | +11.9% | +13.9% |
| 3M | +26.7% | +9.2% | +17.5% | +19.3% |
| 6M | +62.2% | +25.7% | +36.5% | +34.2% |
| YTD | +48.5% | +11.5% | +37.0% | +33.1% |
| 1Y | +26.4% | +18.4% | +8.0% | +7.9% |
| 3Y | +159.4% | +26.6% | +132.8% | +103.2% |
| 5Y | +275.8% | -12.8% | +288.6% | +277.3% |
| All | +693.5% | +246.7% | +446.9% | +201.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling