+449.7%
V vs P
+713.7%
-264.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.5% |
| 7D | +2.2% | -23.8% | +26.0% | +6.1% |
| 30D | +13.6% | -36.6% | +50.2% | +20.9% |
| 3M | +14.3% | +10.9% | +3.4% | +10.3% |
| 6M | +33.1% | +30.0% | +3.1% | +23.1% |
| YTD | +21.2% | +44.4% | -23.1% | +8.9% |
| 1Y | +26.4% | +3.9% | +22.5% | +19.0% |
| 3Y | +77.6% | +176.6% | -99.0% | +25.7% |
| 5Y | +102.6% | +249.3% | -146.7% | +30.7% |
| All | +449.7% | +713.7% | -264.0% | +182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling