-6.5%
U vs CG
-29.3%
+22.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +2.2% |
| 7D | +4.4% | -6.4% | +10.8% | +8.9% |
| 30D | -1.3% | -7.1% | +5.8% | +3.1% |
| 3M | +49.6% | -1.6% | +51.2% | +48.7% |
| 6M | +100.2% | -8.3% | +108.5% | +109.0% |
| YTD | -3.7% | -23.8% | +20.1% | +18.5% |
| 1Y | -6.5% | -28.7% | +22.2% | +14.2% |
| All | -6.5% | -29.3% | +22.8% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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