+327.1%
NET vs FTV
-3.2%
+330.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.4% |
| 7D | -7.0% | -4.5% | -2.5% | -4.5% |
| 30D | -4.8% | -7.1% | +2.3% | -0.8% |
| 3M | +3.8% | -7.2% | +11.0% | +7.2% |
| 6M | +50.0% | -1.5% | +51.5% | +49.6% |
| YTD | +41.5% | +3.5% | +38.0% | +34.6% |
| 1Y | +32.8% | +20.3% | +12.5% | +11.4% |
| All | +327.1% | -3.2% | +330.2% | +323.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded FTV 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling