+374.9%
V vs XYZ
+609.1%
-234.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -3.0% | -5.2% | +2.1% | -2.0% |
| 30D | +1.2% | 0.0% | +1.2% | +1.1% |
| 3M | +13.9% | +18.7% | -4.8% | +9.5% |
| 6M | +17.2% | +20.5% | -3.3% | +11.8% |
| YTD | +5.3% | +21.5% | -16.1% | -0.4% |
| 1Y | +9.5% | +7.2% | +2.3% | +5.8% |
| 3Y | +51.9% | +49.0% | +3.0% | +29.0% |
| 5Y | +69.6% | -68.1% | +137.7% | +89.8% |
| All | +374.9% | +609.1% | -234.2% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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