+322.4%
NET vs O
+37.7%
+284.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -2.0% |
| 7D | -16.4% | +5.8% | -22.2% | -15.4% |
| 30D | -25.8% | +10.7% | -36.5% | -24.4% |
| 3M | -11.5% | -4.5% | -7.0% | -11.8% |
| 6M | +18.9% | -4.1% | +23.0% | +19.0% |
| YTD | +35.2% | +9.8% | +25.4% | +34.0% |
| 1Y | +14.5% | +11.3% | +3.1% | +13.2% |
| All | +322.4% | +37.7% | +284.7% | +244.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling