+112.5%
NET vs WU
-50.7%
+163.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | -7.0% | -0.8% | -6.1% | -6.8% |
| 30D | -4.8% | -1.1% | -3.7% | -4.5% |
| 3M | +3.8% | -3.9% | +7.7% | +3.8% |
| 6M | +50.0% | -20.7% | +70.7% | +59.5% |
| YTD | +41.5% | -18.4% | +59.8% | +48.4% |
| 1Y | +32.8% | -8.1% | +40.9% | +32.4% |
| 3Y | +335.9% | -24.2% | +360.0% | +351.4% |
| All | +112.5% | -50.7% | +163.1% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling