+34,839.8%
LOW vs NI
+5,156.7%
+29,683.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.3% |
| 7D | +0.4% | +2.3% | -1.9% | -0.6% |
| 30D | -10.1% | -1.7% | -8.4% | -9.5% |
| 3M | -2.9% | -8.0% | +5.2% | +0.3% |
| 6M | -19.4% | -8.6% | -10.8% | -16.6% |
| YTD | -15.4% | +2.3% | -17.8% | -16.5% |
| 1Y | -24.9% | +6.9% | -31.9% | -27.4% |
| 3Y | -7.8% | +70.6% | -78.4% | -27.1% |
| 5Y | +8.4% | +96.4% | -88.0% | -19.9% |
| 10Y | +226.8% | +136.1% | +90.7% | +119.3% |
| All | +34,839.8% | +5,156.7% | +29,683.1% | +6,102.0% |
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