+223.8%
NET vs CORZ
+129.9%
+93.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -10.4% | +7.8% | -0.8% |
| 7D | -16.4% | -14.9% | -1.4% | -14.1% |
| 30D | -25.8% | -23.1% | -2.7% | -22.8% |
| 3M | -11.5% | -44.1% | +32.5% | -3.6% |
| 6M | +18.9% | -39.5% | +58.4% | +26.0% |
| YTD | +35.2% | -12.4% | +47.6% | +33.8% |
| 1Y | +14.5% | -41.3% | +55.8% | +20.0% |
| All | +223.8% | +129.9% | +93.9% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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