+32.8%
NET vs CG
-24.3%
+57.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.3% | -1.6% |
| 7D | -7.0% | -4.3% | -2.7% | -6.0% |
| 30D | -4.8% | -5.1% | +0.3% | -3.6% |
| 3M | +3.8% | +8.7% | -4.8% | +3.0% |
| 6M | +50.0% | -9.2% | +59.3% | +52.8% |
| YTD | +41.5% | -18.9% | +60.3% | +45.5% |
| 1Y | +32.8% | -25.6% | +58.5% | +42.6% |
| All | +32.8% | -24.3% | +57.1% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling