+44.9%
C vs NET
+36.1%
+8.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.1% |
| 7D | +3.6% | -7.0% | +10.6% | +4.3% |
| 30D | +0.1% | -4.8% | +4.9% | +0.4% |
| 3M | +2.4% | +3.8% | -1.4% | +1.7% |
| 6M | +24.9% | +50.0% | -25.1% | +18.0% |
| YTD | +19.8% | +41.5% | -21.7% | +12.8% |
| 1Y | +44.9% | +32.8% | +12.0% | +36.9% |
| All | +44.9% | +36.1% | +8.8% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling