+3,297.7%
V vs NKE
+213.6%
+3,084.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.6% |
| 7D | -0.4% | -4.6% | +4.2% | +1.5% |
| 30D | +6.3% | +6.9% | -0.6% | +3.4% |
| 3M | +17.2% | -5.8% | +23.0% | +19.7% |
| 6M | +29.2% | -9.1% | +38.3% | +33.1% |
| YTD | +20.8% | -39.2% | +60.0% | +45.1% |
| 1Y | +25.0% | -39.2% | +64.2% | +49.3% |
| 3Y | +75.3% | -61.8% | +137.1% | +141.3% |
| 5Y | +105.8% | -75.5% | +181.4% | +239.2% |
| 10Y | +451.9% | -14.0% | +465.9% | +362.7% |
| All | +3,297.7% | +213.6% | +3,084.1% | +1,200.3% |
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