+102.0%
NI vs CG
+44.9%
+57.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +4.9% | +1.0% |
| 7D | +3.1% | -1.5% | +4.6% | +3.2% |
| 30D | +11.2% | +5.7% | +5.5% | +10.5% |
| 3M | +9.8% | -17.9% | +27.7% | +11.8% |
| 6M | -1.6% | -20.2% | +18.6% | +0.4% |
| YTD | +12.6% | -32.0% | +44.6% | +16.6% |
| 1Y | +7.8% | -27.0% | +34.8% | +10.5% |
| All | +102.0% | +44.9% | +57.2% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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