+112.5%
NET vs WY
-21.8%
+134.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.5% |
| 7D | -7.0% | -1.7% | -5.3% | -5.9% |
| 30D | -4.8% | -10.1% | +5.3% | +2.3% |
| 3M | +3.8% | -5.1% | +9.0% | +6.0% |
| 6M | +50.0% | -4.8% | +54.8% | +50.5% |
| YTD | +41.5% | -0.2% | +41.7% | +33.8% |
| 1Y | +32.8% | -6.6% | +39.4% | +32.0% |
| 3Y | +335.9% | -22.7% | +358.6% | +389.1% |
| All | +112.5% | -21.8% | +134.3% | +169.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling