+1,381.0%
NET vs WU
-53.8%
+1,434.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.4% | -8.0% | -3.7% |
| 7D | -16.4% | +8.2% | -24.6% | -17.9% |
| 30D | -25.8% | +8.0% | -33.9% | -27.3% |
| 3M | -11.5% | -6.6% | -4.9% | -10.4% |
| 6M | +18.9% | -23.3% | +42.2% | +24.8% |
| YTD | +35.2% | -22.4% | +57.6% | +41.2% |
| 1Y | +14.5% | -18.0% | +32.4% | +17.8% |
| 3Y | +313.8% | -24.7% | +338.6% | +325.7% |
| 5Y | +32.6% | -43.4% | +75.9% | +45.2% |
| All | +1,381.0% | -53.8% | +1,434.8% | +1,762.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling