-9.1%
T vs C
+47.6%
-56.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -2.0% |
| 7D | -1.3% | +3.6% | -4.9% | -1.0% |
| 30D | +11.4% | +0.1% | +11.3% | +11.4% |
| 3M | +14.3% | +2.4% | +11.9% | +14.7% |
| 6M | -9.3% | +24.9% | -34.2% | -7.6% |
| YTD | +7.1% | +19.8% | -12.7% | +8.4% |
| 1Y | -9.1% | +44.9% | -54.0% | -12.1% |
| All | -9.1% | +47.6% | -56.7% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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