+1,602.9%
NET vs SU
+191.0%
+1,411.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.5% |
| 7D | +9.9% | +2.2% | +7.7% | +9.5% |
| 30D | -1.6% | +8.4% | -10.0% | -3.0% |
| 3M | +34.8% | +12.1% | +22.7% | +31.7% |
| 6M | +43.9% | +19.7% | +24.2% | +38.6% |
| YTD | +55.5% | +58.4% | -2.9% | +42.0% |
| 1Y | +36.5% | +67.2% | -30.8% | +23.2% |
| 3Y | +368.3% | +125.0% | +243.2% | +298.1% |
| 5Y | +140.5% | +355.1% | -214.6% | +88.9% |
| All | +1,602.9% | +191.0% | +1,411.9% | +1,562.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling