+7,895.4%
CI vs NI
+5,716.3%
+2,179.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +1.2% | +4.3% | -3.1% | -0.7% |
| 30D | +2.6% | +12.4% | -9.8% | -2.5% |
| 3M | +7.4% | +10.2% | -2.7% | +2.9% |
| 6M | -0.1% | -0.8% | +0.7% | 0.0% |
| YTD | +9.7% | +13.2% | -3.5% | +3.3% |
| 1Y | +12.1% | +10.1% | +2.1% | +6.8% |
| 3Y | +7.0% | +103.1% | -96.1% | -23.4% |
| 5Y | +49.7% | +115.5% | -65.8% | +2.6% |
| 10Y | +147.2% | +195.5% | -48.3% | +43.1% |
| All | +7,895.4% | +5,716.3% | +2,179.1% | +1,180.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling