+900.7%
TER vs DOW
-15.9%
+916.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.4% |
| 7D | +12.4% | -6.0% | +18.4% | +15.3% |
| 30D | +5.1% | -2.7% | +7.9% | +6.1% |
| 3M | +4.0% | -10.5% | +14.4% | +7.5% |
| 6M | +29.5% | -12.4% | +42.0% | +30.6% |
| YTD | +98.5% | +30.0% | +68.4% | +62.6% |
| 1Y | +234.1% | +27.8% | +206.3% | +172.0% |
| 3Y | +289.0% | -34.9% | +324.0% | +341.6% |
| 5Y | +228.2% | -35.9% | +264.0% | +270.7% |
| All | +900.7% | -15.9% | +916.7% | +745.6% |
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