+189.6%
TER vs NET
+314.6%
-125.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.6% | -4.2% | -6.1% |
| 7D | -19.9% | -16.4% | -3.5% | -15.7% |
| 30D | -43.5% | -25.8% | -17.7% | -38.6% |
| 3M | -37.8% | -11.5% | -26.2% | -36.2% |
| 6M | -25.6% | +18.9% | -44.5% | -31.2% |
| YTD | +29.8% | +35.2% | -5.4% | +11.6% |
| 1Y | +43.2% | +14.5% | +28.7% | +30.8% |
| All | +189.6% | +314.6% | -125.0% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling