+126.6%
C vs NET
+1,381.0%
-1,254.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.2% | +1.9% |
| 7D | +1.1% | -16.4% | +17.4% | +2.9% |
| 30D | -2.4% | -25.8% | +23.4% | +0.5% |
| 3M | -8.4% | -11.5% | +3.2% | -7.7% |
| 6M | +0.3% | +18.9% | -18.6% | -2.8% |
| YTD | +9.1% | +35.2% | -26.1% | +3.3% |
| 1Y | +26.0% | +14.5% | +11.6% | +21.5% |
| 3Y | +221.2% | +313.8% | -92.7% | +167.0% |
| 5Y | +120.4% | +32.6% | +87.9% | +84.6% |
| All | +126.6% | +1,381.0% | -1,254.4% | +45.7% |
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