+476.5%
V vs ALL
+376.2%
+100.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.8% | -1.6% |
| 7D | -0.4% | 0.0% | -0.3% | -0.5% |
| 30D | +6.3% | +12.8% | -6.5% | +0.8% |
| 3M | +17.2% | +4.7% | +12.5% | +14.6% |
| 6M | +29.2% | +24.9% | +4.3% | +16.4% |
| YTD | +20.8% | +30.0% | -9.2% | +6.4% |
| 1Y | +25.0% | +29.9% | -4.9% | +10.1% |
| 3Y | +75.3% | +117.5% | -42.3% | +19.2% |
| 5Y | +105.8% | +161.7% | -55.8% | +21.5% |
| All | +476.5% | +376.2% | +100.3% | +176.3% |
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