+25.3%
U vs DOW
+55.2%
-29.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +1.2% |
| 7D | +2.8% | +3.7% | -0.8% | +3.2% |
| 30D | +7.6% | +16.3% | -8.7% | +8.3% |
| 3M | +12.7% | +9.7% | +3.0% | +13.2% |
| 6M | +87.0% | -14.1% | +101.0% | +90.0% |
| YTD | +13.6% | +46.6% | -33.0% | +15.4% |
| 1Y | +25.3% | +56.8% | -31.5% | +29.5% |
| All | +25.3% | +55.2% | -29.9% | +29.5% |
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