+1,381.0%
NET vs CNC
+67.6%
+1,313.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +12.6% | -15.2% | -3.7% |
| 7D | -16.4% | +13.4% | -29.7% | -17.4% |
| 30D | -25.8% | +18.2% | -44.1% | -27.1% |
| 3M | -11.5% | +18.6% | -30.2% | -13.1% |
| 6M | +18.9% | +41.9% | -23.0% | +14.7% |
| YTD | +35.2% | +84.7% | -49.5% | +25.9% |
| 1Y | +14.5% | +110.5% | -96.0% | +4.8% |
| 3Y | +313.8% | +9.7% | +304.2% | +301.6% |
| 5Y | +32.6% | +3.0% | +29.5% | +31.5% |
| All | +1,381.0% | +67.6% | +1,313.4% | +1,132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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