+5,595.3%
BE vs NET
+1,449.6%
+4,145.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.3% | +8.1% |
| 7D | +20.0% | -7.0% | +27.0% | +22.9% |
| 30D | +7.9% | -4.8% | +12.7% | +8.9% |
| 3M | -13.2% | +3.8% | -17.0% | -15.5% |
| 6M | +53.5% | +50.0% | +3.4% | +23.7% |
| YTD | +191.0% | +41.5% | +149.5% | +135.1% |
| 1Y | +360.5% | +32.8% | +327.7% | +284.0% |
| 3Y | +1,568.0% | +335.9% | +1,232.1% | +713.9% |
| 5Y | +1,055.2% | +113.8% | +941.4% | +541.0% |
| All | +5,595.3% | +1,449.6% | +4,145.7% | +2,332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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