+14.5%
NET vs CSGP
-53.2%
+67.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.0% | -6.6% | -3.1% |
| 7D | -16.4% | +18.3% | -34.7% | -18.9% |
| 30D | -25.8% | +17.8% | -43.6% | -29.1% |
| 3M | -11.5% | +9.3% | -20.8% | -14.1% |
| 6M | +18.9% | -7.9% | +26.8% | +21.9% |
| YTD | +35.2% | -51.5% | +86.8% | +58.4% |
| 1Y | +14.5% | -53.3% | +67.8% | +35.2% |
| All | +14.5% | -53.2% | +67.7% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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