+1,449.6%
NET vs MDY
+109.5%
+1,340.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -4.8% | -1.5% | -3.3% | -3.0% |
| 3M | +3.8% | +0.8% | +3.1% | +3.3% |
| 6M | +50.0% | +7.4% | +42.6% | +38.9% |
| YTD | +41.5% | +15.2% | +26.3% | +21.6% |
| 1Y | +32.8% | +16.5% | +16.3% | +13.0% |
| 3Y | +335.9% | +46.8% | +289.1% | +196.1% |
| 5Y | +113.8% | +46.0% | +67.8% | +52.5% |
| All | +1,449.6% | +109.5% | +1,340.1% | +947.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling