+112.5%
NET vs GM
+88.8%
+23.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.4% |
| 7D | -7.0% | +1.9% | -8.9% | -7.9% |
| 30D | -4.8% | -1.4% | -3.4% | -4.1% |
| 3M | +3.8% | +5.9% | -2.1% | +0.1% |
| 6M | +50.0% | +12.4% | +37.7% | +37.9% |
| YTD | +41.5% | +8.6% | +32.8% | +31.9% |
| 1Y | +32.8% | +52.6% | -19.8% | -0.4% |
| 3Y | +335.9% | +169.7% | +166.2% | +92.1% |
| All | +112.5% | +88.8% | +23.6% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded GM 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling