+327.1%
NET vs MDY
+48.1%
+279.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -2.7% |
| 3M | +3.8% | +0.8% | +3.1% | +3.1% |
| 6M | +50.0% | +7.4% | +42.6% | +36.5% |
| YTD | +41.5% | +15.2% | +26.3% | +17.4% |
| 1Y | +32.8% | +16.5% | +16.3% | +8.7% |
| All | +327.1% | +48.1% | +279.0% | +123.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling