+327.1%
NET vs W
+39.1%
+288.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.6% |
| 7D | -7.0% | -4.2% | -2.8% | -6.0% |
| 30D | -4.8% | -7.6% | +2.8% | -3.1% |
| 3M | +3.8% | +37.2% | -33.3% | -5.9% |
| 6M | +50.0% | +26.3% | +23.7% | +37.5% |
| YTD | +41.5% | -1.0% | +42.5% | +36.6% |
| 1Y | +32.8% | +20.1% | +12.7% | +19.6% |
| All | +327.1% | +39.1% | +288.0% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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