I never said you didn't make excess returns out of your market timing, although I doubt you did as I'm sure you're comparing your return to the NZX50 rather than the SP500. But that's not the point anyway. The question shouldn't be "are you better off in your short one year period" it should be "is this a viable long term capital allocation strategy". From all available data, no I don't believe it's a viable long term strategy.
Anyway I have to go study for my calculus exam.