-8.4%
T vs DOW
+29.9%
-38.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | -2.4% | -2.4% | -0.1% | -2.3% |
| 30D | +4.3% | -4.1% | +8.4% | +4.4% |
| 3M | +11.6% | -12.4% | +24.0% | +11.8% |
| 6M | -5.6% | -10.6% | +5.0% | -5.4% |
| YTD | +6.6% | +31.1% | -24.5% | +6.0% |
| 1Y | -8.4% | +30.5% | -38.9% | -7.9% |
| All | -8.4% | +29.9% | -38.3% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling