+112.5%
NET vs LIN
+61.6%
+50.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.2% |
| 7D | -7.0% | -2.1% | -4.9% | -5.3% |
| 30D | -4.8% | -2.4% | -2.4% | -3.0% |
| 3M | +3.8% | -5.6% | +9.4% | +7.6% |
| 6M | +50.0% | -3.4% | +53.4% | +51.0% |
| YTD | +41.5% | +13.1% | +28.4% | +21.7% |
| 1Y | +32.8% | +2.5% | +30.4% | +24.9% |
| 3Y | +335.9% | +27.6% | +308.3% | +210.1% |
| All | +112.5% | +61.6% | +50.9% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 5y: compounded portfolio wealth divided by compounded LIN 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…
5y analysis · Full analysis span regression · 6 months rolling