+3,309.9%
V vs B
+13.2%
+3,296.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.2% |
| 7D | +2.9% | +4.3% | -1.4% | +2.7% |
| 30D | +14.0% | -0.9% | +14.9% | +14.0% |
| 3M | +14.9% | -1.4% | +16.2% | +14.8% |
| 6M | +31.7% | +5.0% | +26.7% | +30.9% |
| YTD | +21.2% | -5.8% | +27.1% | +21.0% |
| 1Y | +25.3% | +25.6% | -0.3% | +22.7% |
| 3Y | +77.5% | +161.6% | -84.1% | +64.9% |
| 5Y | +102.6% | +135.2% | -32.6% | +88.2% |
| 10Y | +464.3% | +170.7% | +293.6% | +415.3% |
| All | +3,309.9% | +13.2% | +3,296.7% | +2,670.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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