+112.5%
NET vs O
+13.2%
+99.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.5% |
| 7D | -7.0% | -0.7% | -6.2% | -6.6% |
| 30D | -4.8% | -1.9% | -2.9% | -3.9% |
| 3M | +3.8% | +3.8% | 0.0% | +0.9% |
| 6M | +50.0% | -4.7% | +54.8% | +52.4% |
| YTD | +41.5% | +12.5% | +29.0% | +27.3% |
| 1Y | +32.8% | +10.8% | +22.0% | +20.3% |
| 3Y | +335.9% | +28.8% | +307.1% | +227.3% |
| All | +112.5% | +13.2% | +99.3% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling