+3,310.4%
V vs ALL
+725.7%
+2,584.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +1.8% |
| 7D | +2.2% | -1.9% | +4.1% | +3.0% |
| 30D | +13.6% | +13.8% | -0.2% | +7.7% |
| 3M | +14.3% | -7.0% | +21.3% | +17.5% |
| 6M | +33.1% | +18.0% | +15.1% | +23.7% |
| YTD | +21.2% | +24.2% | -3.0% | +10.0% |
| 1Y | +26.4% | +31.2% | -4.7% | +12.2% |
| 3Y | +77.6% | +107.5% | -30.0% | +28.4% |
| 5Y | +102.6% | +144.8% | -42.2% | +32.6% |
| 10Y | +464.4% | +375.8% | +88.7% | +177.7% |
| All | +3,310.4% | +725.7% | +2,584.7% | +1,255.5% |
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 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