+112.5%
NET vs NTRS
+85.3%
+27.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -7.0% | +0.4% | -7.4% | -7.2% |
| 30D | -4.8% | +1.7% | -6.5% | -5.9% |
| 3M | +3.8% | +8.9% | -5.0% | -2.7% |
| 6M | +50.0% | +30.6% | +19.5% | +21.7% |
| YTD | +41.5% | +38.7% | +2.8% | +9.2% |
| 1Y | +32.8% | +48.1% | -15.3% | -2.7% |
| 3Y | +335.9% | +165.5% | +170.4% | +95.0% |
| All | +112.5% | +85.3% | +27.1% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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