+1,381.0%
NET vs O
+17.7%
+1,363.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -3.3% |
| 7D | -16.4% | +5.8% | -22.2% | -17.6% |
| 30D | -25.8% | +10.7% | -36.5% | -27.8% |
| 3M | -11.5% | -4.5% | -7.0% | -10.7% |
| 6M | +18.9% | -4.1% | +23.0% | +19.5% |
| YTD | +35.2% | +9.8% | +25.4% | +29.9% |
| 1Y | +14.5% | +11.3% | +3.1% | +9.3% |
| 3Y | +313.8% | +37.5% | +276.3% | +263.4% |
| 5Y | +32.6% | +11.3% | +21.2% | +25.5% |
| All | +1,381.0% | +17.7% | +1,363.3% | +1,493.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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