+564.5%
BE vs NET
+36.7%
+527.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.6% | -3.8% | -5.4% |
| 7D | -12.1% | -16.4% | +4.2% | -5.7% |
| 30D | -30.1% | -25.8% | -4.2% | -21.7% |
| 3M | -12.1% | -11.5% | -0.6% | -9.8% |
| 6M | -30.6% | +18.9% | -49.5% | -38.8% |
| YTD | +130.6% | +35.2% | +95.4% | +85.0% |
| 1Y | +55.3% | +14.5% | +40.8% | +34.9% |
| 3Y | +1,755.6% | +313.8% | +1,441.7% | +766.8% |
| 5Y | +564.5% | +32.6% | +531.9% | +324.8% |
| All | +564.5% | +36.7% | +527.7% | +324.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling