+63.7%
T vs C
+217.1%
-153.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +2.6% | -0.4% | +2.9% | +2.6% |
| 30D | -1.1% | -5.2% | +4.1% | -1.0% |
| 3M | -7.7% | -9.1% | +1.3% | -7.5% |
| 6M | -10.6% | -1.6% | -9.1% | -10.7% |
| YTD | -7.5% | +6.9% | -14.4% | -8.1% |
| 1Y | -7.4% | +23.0% | -30.4% | -9.4% |
| All | +63.7% | +217.1% | -153.4% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling