+327.1%
NET vs RCL
+179.1%
+148.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -1.9% |
| 7D | -7.0% | -5.1% | -1.9% | -5.2% |
| 30D | -4.8% | -19.0% | +14.2% | +3.0% |
| 3M | +3.8% | -9.6% | +13.4% | +7.1% |
| 6M | +50.0% | -6.7% | +56.7% | +51.6% |
| YTD | +41.5% | -3.9% | +45.4% | +37.5% |
| 1Y | +32.8% | -25.1% | +57.9% | +45.3% |
| All | +327.1% | +179.1% | +148.0% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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