+327.1%
NET vs XYZ
+42.3%
+284.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -1.7% |
| 7D | -7.0% | -1.0% | -6.0% | -6.7% |
| 30D | -4.8% | -1.7% | -3.1% | -4.2% |
| 3M | +3.8% | +16.7% | -12.9% | -2.8% |
| 6M | +50.0% | +26.9% | +23.2% | +33.5% |
| YTD | +41.5% | +27.1% | +14.3% | +24.2% |
| 1Y | +32.8% | +9.3% | +23.6% | +24.1% |
| All | +327.1% | +42.3% | +284.8% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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