+3,309.9%
V vs CB
+843.4%
+2,466.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.9% |
| 7D | +2.9% | +2.6% | +0.4% | +1.7% |
| 30D | +14.0% | +11.2% | +2.8% | +8.1% |
| 3M | +14.9% | +5.7% | +9.1% | +11.7% |
| 6M | +31.7% | +15.9% | +15.8% | +22.0% |
| YTD | +21.2% | +20.2% | +1.1% | +9.9% |
| 1Y | +25.3% | +32.4% | -7.1% | +8.1% |
| 3Y | +77.5% | +75.5% | +2.0% | +31.5% |
| 5Y | +102.6% | +105.5% | -2.9% | +37.0% |
| 10Y | +464.3% | +258.5% | +205.8% | +175.2% |
| All | +3,309.9% | +843.4% | +2,466.5% | +857.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling