+484.0%
V vs A
+302.9%
+181.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +1.1% |
| 7D | +0.9% | -0.5% | +1.4% | +1.1% |
| 30D | +9.0% | 0.0% | +9.0% | +8.7% |
| 3M | +16.7% | +16.7% | 0.0% | +8.9% |
| 6M | +33.4% | +54.8% | -21.4% | +9.1% |
| YTD | +22.4% | +28.8% | -6.5% | +7.7% |
| 1Y | +27.7% | +19.3% | +8.4% | +16.2% |
| 3Y | +78.0% | +65.5% | +12.4% | +30.4% |
| 5Y | +108.5% | +12.1% | +96.5% | +83.5% |
| All | +484.0% | +302.9% | +181.1% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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