+87.1%
PR vs BR
+183.7%
-96.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +2.1% |
| 7D | -0.6% | -5.9% | +5.4% | +1.5% |
| 30D | +17.4% | +1.9% | +15.5% | +16.5% |
| 3M | +21.8% | +14.7% | +7.1% | +15.3% |
| 6M | +27.6% | -12.8% | +40.4% | +32.9% |
| YTD | +71.4% | -23.0% | +94.5% | +86.5% |
| 1Y | +78.3% | -31.7% | +110.0% | +103.1% |
| 3Y | +85.5% | -4.8% | +90.3% | +83.7% |
| 5Y | +422.7% | +7.8% | +414.8% | +384.6% |
| 10Y | +87.1% | +184.1% | -96.9% | +66.5% |
| All | +87.1% | +183.7% | -96.6% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling