+218.0%
XLE vs NET
+112.9%
+105.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.8% |
| 7D | +2.2% | -7.0% | +9.2% | +2.6% |
| 30D | +11.8% | -4.8% | +16.6% | +12.0% |
| 3M | +9.8% | +3.8% | +6.0% | +9.3% |
| 6M | +15.6% | +50.0% | -34.5% | +11.8% |
| YTD | +45.3% | +41.5% | +3.8% | +40.7% |
| 1Y | +48.3% | +32.8% | +15.5% | +43.9% |
| 3Y | +55.4% | +335.9% | -280.4% | +38.1% |
| All | +218.0% | +112.9% | +105.1% | +181.3% |
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