+26.0%
V vs CB
+28.8%
-2.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.3% |
| 7D | +0.8% | +0.7% | +0.1% | +0.5% |
| 30D | +9.9% | +8.2% | +1.8% | +6.5% |
| 3M | +17.5% | +6.3% | +11.2% | +14.6% |
| 6M | +33.5% | +16.2% | +17.3% | +25.4% |
| YTD | +21.6% | +19.3% | +2.2% | +11.7% |
| All | +26.0% | +28.8% | -2.8% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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