+67.8%
B vs NI
+1.4%
+66.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -1.6% | +2.0% | -3.6% | -2.2% |
| 30D | +9.4% | -3.5% | +13.0% | +10.8% |
| 3M | +5.0% | -9.1% | +14.1% | +8.8% |
| 6M | -3.5% | -11.8% | +8.3% | +1.3% |
| YTD | +4.5% | +1.1% | +3.4% | +0.7% |
| 1Y | +67.8% | +6.7% | +61.1% | +62.0% |
| All | +67.8% | +1.4% | +66.4% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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