+484.0%
V vs ALL
+377.9%
+106.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.1% |
| 7D | +0.9% | +5.0% | -4.1% | -1.3% |
| 30D | +9.0% | +13.3% | -4.4% | +3.1% |
| 3M | +16.7% | +3.2% | +13.5% | +14.9% |
| 6M | +33.4% | +25.3% | +8.1% | +20.0% |
| YTD | +22.4% | +30.5% | -8.1% | +7.7% |
| 1Y | +27.7% | +29.2% | -1.5% | +12.8% |
| 3Y | +78.0% | +119.1% | -41.1% | +20.6% |
| 5Y | +108.5% | +162.6% | -54.1% | +22.9% |
| All | +484.0% | +377.9% | +106.1% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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