+2,926.4%
V vs NKE
+218.9%
+2,707.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -1.7% | -2.0% | +0.3% | -0.9% |
| 30D | +2.0% | -8.6% | +10.5% | +5.6% |
| 3M | +17.4% | -11.0% | +28.4% | +22.4% |
| 6M | +17.5% | -33.2% | +50.7% | +36.6% |
| YTD | +7.6% | -38.1% | +45.7% | +28.7% |
| 1Y | +7.7% | -47.4% | +55.1% | +36.6% |
| 3Y | +54.7% | -59.8% | +114.4% | +107.6% |
| 5Y | +73.0% | -74.2% | +147.3% | +177.7% |
| 10Y | +390.9% | -23.5% | +414.3% | +336.9% |
| All | +2,926.4% | +218.9% | +2,707.5% | +1,052.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 all: compounded portfolio wealth divided by compounded NKE 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…
all analysis · Full analysis span regression · 6 months rolling