+33.8%
Q vs RVTY
+67.3%
-33.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.8% |
| 7D | +11.5% | +4.1% | +7.4% | +10.1% |
| 30D | -0.2% | +1.3% | -1.5% | -0.4% |
| 3M | -13.6% | +33.3% | -46.9% | -21.6% |
| 6M | -27.0% | +58.3% | -85.3% | -38.9% |
| YTD | +50.5% | +62.7% | -12.2% | +21.2% |
| 1Y | +33.8% | +67.2% | -33.5% | +7.6% |
| All | +33.8% | +67.3% | -33.6% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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