+1,449.6%
NET vs WY
+6.7%
+1,442.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -7.0% | -2.6% | -4.4% | -6.1% |
| 30D | -4.8% | -10.9% | +6.1% | -0.7% |
| 3M | +3.8% | -6.0% | +9.8% | +5.5% |
| 6M | +50.0% | -5.6% | +55.7% | +51.2% |
| YTD | +41.5% | -1.1% | +42.6% | +38.8% |
| 1Y | +32.8% | -7.5% | +40.3% | +33.5% |
| 3Y | +335.9% | -22.7% | +358.6% | +366.6% |
| 5Y | +113.8% | -22.2% | +136.0% | +136.5% |
| All | +1,449.6% | +6.7% | +1,442.9% | +1,713.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling