+26.4%
V vs Z
-59.5%
+86.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.4% |
| 7D | +2.2% | -4.6% | +6.7% | +2.9% |
| 30D | +13.6% | +8.3% | +5.3% | +12.4% |
| 3M | +14.3% | -11.6% | +25.9% | +16.0% |
| 6M | +33.1% | -33.6% | +66.7% | +38.0% |
| YTD | +21.2% | -56.7% | +77.9% | +31.4% |
| 1Y | +26.4% | -59.1% | +85.6% | +37.7% |
| All | +26.4% | -59.5% | +86.0% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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