+91.0%
COST vs NET
+314.6%
-223.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.2% | +2.8% |
| 7D | +6.6% | -16.4% | +23.0% | +7.3% |
| 30D | +13.5% | -25.8% | +39.3% | +14.8% |
| 3M | +10.6% | -11.5% | +22.1% | +10.7% |
| 6M | +3.6% | +18.9% | -15.3% | +1.5% |
| YTD | +22.1% | +35.2% | -13.1% | +17.8% |
| 1Y | +11.9% | +14.5% | -2.6% | +9.7% |
| All | +91.0% | +314.6% | -223.6% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling