+3,309.9%
V vs ALL
+764.3%
+2,545.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | +2.9% | +4.2% | -1.3% | +1.3% |
| 30D | +14.0% | +18.9% | -4.9% | +6.3% |
| 3M | +14.9% | +1.2% | +13.7% | +14.1% |
| 6M | +31.7% | +23.2% | +8.5% | +20.4% |
| YTD | +21.2% | +30.0% | -8.8% | +8.1% |
| 1Y | +25.3% | +39.6% | -14.3% | +8.4% |
| 3Y | +77.5% | +115.2% | -37.8% | +26.5% |
| 5Y | +102.6% | +156.2% | -53.7% | +30.2% |
| 10Y | +464.3% | +398.0% | +66.3% | +172.7% |
| All | +3,309.9% | +764.3% | +2,545.6% | +1,231.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling