+294.7%
C vs NI
+136.8%
+157.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | +2.6% | +1.3% | +1.3% | +2.0% |
| 30D | +1.9% | -0.3% | +2.2% | +2.0% |
| 3M | +2.8% | -9.5% | +12.3% | +7.1% |
| 6M | +30.6% | -10.2% | +40.8% | +36.2% |
| YTD | +19.9% | +1.8% | +18.1% | +17.7% |
| 1Y | +44.6% | +5.7% | +38.9% | +39.1% |
| 3Y | +272.1% | +69.6% | +202.5% | +184.0% |
| 5Y | +132.0% | +95.8% | +36.2% | +62.3% |
| 10Y | +294.7% | +145.1% | +149.6% | +188.6% |
| All | +294.7% | +136.8% | +157.9% | +188.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling