+1,449.6%
NET vs SE
+257.8%
+1,191.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.6% |
| 7D | -7.0% | -6.1% | -0.9% | -4.3% |
| 30D | -4.8% | -2.5% | -2.3% | -4.9% |
| 3M | +3.8% | +21.7% | -17.9% | -7.3% |
| 6M | +50.0% | +27.0% | +23.0% | +28.7% |
| YTD | +41.5% | -12.1% | +53.6% | +42.9% |
| 1Y | +32.8% | -40.9% | +73.7% | +60.9% |
| 3Y | +335.9% | +191.0% | +144.9% | +112.2% |
| 5Y | +113.8% | -68.3% | +182.1% | +178.0% |
| All | +1,449.6% | +257.8% | +1,191.8% | +772.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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