+29.3%
V vs U
+17.5%
+11.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.0% | +3.6% |
| 7D | +9.0% | +7.5% | +1.5% | +8.6% |
| 30D | +18.1% | -7.0% | +25.1% | +18.4% |
| 3M | +18.3% | +20.6% | -2.2% | +17.3% |
| 6M | +34.1% | +53.2% | -19.1% | +31.5% |
| YTD | +25.2% | -3.9% | +29.1% | +25.0% |
| 1Y | +29.3% | +18.4% | +10.9% | +27.8% |
| All | +29.3% | +17.5% | +11.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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