+26.4%
V vs A
+20.8%
+5.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +13.6% | +3.4% | +10.2% | +13.4% |
| 3M | +14.3% | +23.8% | -9.5% | +13.6% |
| 6M | +33.1% | +49.0% | -15.9% | +31.4% |
| YTD | +21.2% | +29.4% | -8.2% | +23.7% |
| 1Y | +26.4% | +19.4% | +7.1% | +32.0% |
| All | +26.4% | +20.8% | +5.7% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling