+1,449.6%
NET vs DOW
-9.6%
+1,459.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.1% | -1.2% |
| 7D | -7.0% | -2.4% | -4.6% | -6.5% |
| 30D | -4.8% | +0.4% | -5.2% | -5.3% |
| 3M | +3.8% | -14.4% | +18.2% | +7.6% |
| 6M | +50.0% | -7.0% | +57.0% | +50.3% |
| YTD | +41.5% | +30.2% | +11.3% | +27.4% |
| 1Y | +32.8% | +29.2% | +3.6% | +19.0% |
| 3Y | +335.9% | -36.7% | +372.6% | +376.3% |
| 5Y | +113.8% | -37.7% | +151.5% | +134.3% |
| All | +1,449.6% | -9.6% | +1,459.2% | +1,290.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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