+117.2%
V vs NET
+36.7%
+80.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.6% | +6.4% | +4.1% |
| 7D | +9.0% | -16.4% | +25.3% | +10.7% |
| 30D | +18.1% | -25.8% | +43.9% | +21.3% |
| 3M | +18.3% | -11.5% | +29.9% | +19.0% |
| 6M | +34.1% | +18.9% | +15.2% | +29.6% |
| YTD | +25.2% | +35.2% | -10.0% | +18.3% |
| 1Y | +29.3% | +14.5% | +14.9% | +24.3% |
| 3Y | +83.4% | +313.8% | -230.5% | +47.4% |
| 5Y | +117.2% | +32.6% | +84.6% | +84.8% |
| All | +117.2% | +36.7% | +80.5% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling