+327.1%
NET vs SU
+115.7%
+211.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | -7.0% | +3.6% | -10.5% | -7.9% |
| 30D | -4.8% | +7.9% | -12.7% | -6.7% |
| 3M | +3.8% | +3.5% | +0.3% | +2.6% |
| 6M | +50.0% | +19.0% | +31.1% | +41.9% |
| YTD | +41.5% | +55.0% | -13.5% | +24.2% |
| 1Y | +32.8% | +71.2% | -38.4% | +12.9% |
| All | +327.1% | +115.7% | +211.4% | +248.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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