+44.6%
T vs NET
+1,449.6%
-1,405.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | 0.0% | -1.9% |
| 7D | -1.3% | -7.0% | +5.7% | -1.3% |
| 30D | +11.4% | -4.8% | +16.2% | +11.4% |
| 3M | +14.3% | +3.8% | +10.5% | +14.3% |
| 6M | -9.3% | +50.0% | -59.3% | -9.4% |
| YTD | +7.1% | +41.5% | -34.4% | +6.9% |
| 1Y | -9.1% | +32.8% | -41.9% | -9.2% |
| 3Y | +105.3% | +335.9% | -230.5% | +100.3% |
| 5Y | +66.8% | +113.8% | -47.0% | +59.8% |
| All | +44.6% | +1,449.6% | -1,405.0% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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