+1,449.6%
NET vs BLK
+201.5%
+1,248.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.7% |
| 7D | -7.0% | -3.6% | -3.4% | -4.4% |
| 30D | -4.8% | -1.0% | -3.8% | -3.9% |
| 3M | +3.8% | +10.4% | -6.5% | -4.1% |
| 6M | +50.0% | +8.2% | +41.9% | +37.8% |
| YTD | +41.5% | +6.0% | +35.4% | +30.7% |
| 1Y | +32.8% | +3.3% | +29.5% | +24.5% |
| 3Y | +335.9% | +70.3% | +265.6% | +172.9% |
| 5Y | +113.8% | +34.5% | +79.3% | +52.3% |
| All | +1,449.6% | +201.5% | +1,248.0% | +693.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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