+207.0%
C vs NI
+197.8%
+9.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.3% |
| 7D | +4.2% | +4.3% | -0.1% | +2.2% |
| 30D | +2.0% | +12.4% | -10.4% | -3.3% |
| 3M | -10.1% | +10.2% | -20.3% | -14.1% |
| 6M | +1.0% | -0.8% | +1.8% | +0.9% |
| YTD | +8.5% | +13.2% | -4.8% | +1.3% |
| 1Y | +25.7% | +10.1% | +15.7% | +19.0% |
| 3Y | +216.0% | +103.1% | +112.9% | +120.5% |
| 5Y | +112.3% | +115.5% | -3.2% | +40.8% |
| All | +207.0% | +197.8% | +9.2% | +116.2% |
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