+1,449.6%
NET vs TPR
+451.7%
+997.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -7.0% | -2.3% | -4.7% | -6.4% |
| 30D | -4.8% | -23.0% | +18.2% | +1.7% |
| 3M | +3.8% | -12.5% | +16.3% | +6.3% |
| 6M | +50.0% | -21.4% | +71.5% | +56.9% |
| YTD | +41.5% | -3.5% | +45.0% | +37.8% |
| 1Y | +32.8% | +17.4% | +15.5% | +20.6% |
| 3Y | +335.9% | +291.3% | +44.6% | +161.1% |
| 5Y | +113.8% | +241.9% | -128.1% | +31.4% |
| All | +1,449.6% | +451.7% | +997.9% | +879.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded TPR 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling