+83.3%
T vs DOW
-15.9%
+99.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -3.1% | -6.0% | +2.9% | -1.8% |
| 30D | +4.6% | -2.7% | +7.3% | +5.1% |
| 3M | +12.2% | -10.5% | +22.7% | +14.6% |
| 6M | -6.5% | -12.4% | +6.0% | -4.9% |
| YTD | +4.9% | +30.0% | -25.1% | -3.3% |
| 1Y | -10.5% | +27.8% | -38.3% | -17.8% |
| 3Y | +104.6% | -34.9% | +139.5% | +120.3% |
| 5Y | +64.2% | -35.9% | +100.1% | +75.0% |
| All | +83.3% | -15.9% | +99.2% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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