+25.3%
U vs P
+24.7%
+0.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.4% | -2.3% | +0.6% |
| 7D | +2.8% | +17.8% | -15.0% | +0.4% |
| 30D | +7.6% | -29.9% | +37.5% | +14.6% |
| 3M | +12.7% | -1.2% | +13.9% | +11.7% |
| 6M | +87.0% | +32.1% | +54.8% | +71.7% |
| YTD | +13.6% | +64.3% | -50.7% | -2.5% |
| 1Y | +25.3% | +24.3% | +1.0% | +10.7% |
| All | +25.3% | +24.7% | +0.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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