+3,309.9%
V vs TPR
+629.2%
+2,680.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.1% | -10.3% | -5.1% |
| 7D | +2.9% | +13.9% | -10.9% | -0.8% |
| 30D | +14.0% | +14.9% | -0.9% | +9.5% |
| 3M | +14.9% | -15.4% | +30.3% | +19.1% |
| 6M | +31.7% | -4.5% | +36.2% | +31.0% |
| YTD | +21.2% | +6.0% | +15.2% | +16.2% |
| 1Y | +25.3% | +24.3% | +0.9% | +14.4% |
| 3Y | +77.5% | +412.8% | -335.3% | +2.1% |
| 5Y | +102.6% | +258.4% | -155.9% | +24.6% |
| 10Y | +464.3% | +396.8% | +67.5% | +167.5% |
| All | +3,309.9% | +629.2% | +2,680.6% | +1,073.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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