+327.1%
NET vs MO
+96.5%
+230.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -2.2% |
| 7D | -7.0% | +0.3% | -7.3% | -6.9% |
| 30D | -4.8% | +0.6% | -5.4% | -4.4% |
| 3M | +3.8% | -1.0% | +4.8% | +4.2% |
| 6M | +50.0% | +4.3% | +45.7% | +52.8% |
| YTD | +41.5% | +23.3% | +18.2% | +48.0% |
| 1Y | +32.8% | +10.5% | +22.4% | +37.2% |
| All | +327.1% | +96.5% | +230.6% | +308.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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