+112.5%
NET vs SM
+107.8%
+4.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.4% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -4.8% | +26.3% | -31.1% | -10.3% |
| 3M | +3.8% | +8.7% | -4.8% | +0.6% |
| 6M | +50.0% | +51.7% | -1.6% | +31.9% |
| YTD | +41.5% | +99.0% | -57.6% | +15.3% |
| 1Y | +32.8% | +34.6% | -1.8% | +19.0% |
| 3Y | +335.9% | -7.8% | +343.6% | +305.3% |
| All | +112.5% | +107.8% | +4.6% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded SM 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling