+327.1%
NET vs RVTY
+12.6%
+314.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -7.0% | +1.1% | -8.1% | -7.3% |
| 30D | -4.8% | +13.2% | -18.0% | -8.4% |
| 3M | +3.8% | +27.2% | -23.4% | -4.2% |
| 6M | +50.0% | +32.4% | +17.6% | +35.2% |
| YTD | +41.5% | +34.9% | +6.6% | +26.1% |
| 1Y | +32.8% | +52.4% | -19.5% | +12.9% |
| All | +327.1% | +12.6% | +314.4% | +297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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