+25.0%
V vs ALL
+31.1%
-6.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.8% | -1.4% |
| 7D | -0.4% | 0.0% | -0.3% | -0.4% |
| 30D | +6.3% | +12.8% | -6.5% | +2.1% |
| 3M | +17.2% | +4.7% | +12.5% | +15.1% |
| 6M | +29.2% | +24.9% | +4.3% | +20.3% |
| YTD | +20.8% | +30.0% | -9.2% | +10.2% |
| 1Y | +25.0% | +29.9% | -4.9% | +14.0% |
| All | +25.0% | +31.1% | -6.1% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling