+327.1%
NET vs WY
-22.5%
+349.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.1% |
| 7D | -7.0% | -1.7% | -5.3% | -6.6% |
| 30D | -4.8% | -10.1% | +5.3% | -2.5% |
| 3M | +3.8% | -5.1% | +9.0% | +4.8% |
| 6M | +50.0% | -4.8% | +54.8% | +50.6% |
| YTD | +41.5% | -0.2% | +41.7% | +38.4% |
| 1Y | +32.8% | -6.6% | +39.4% | +33.6% |
| All | +327.1% | -22.5% | +349.6% | +349.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling