+1,580.2%
BE vs AA
+75.5%
+1,504.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.5% | +8.5% |
| 7D | +20.0% | -0.7% | +20.7% | +20.4% |
| 30D | +7.9% | +5.0% | +2.9% | +3.7% |
| 3M | -13.2% | -35.8% | +22.6% | +9.6% |
| 6M | +53.5% | -18.4% | +71.9% | +63.9% |
| YTD | +191.0% | -5.5% | +196.5% | +184.8% |
| 1Y | +360.5% | +61.0% | +299.6% | +228.8% |
| All | +1,580.2% | +75.5% | +1,504.7% | +909.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 3y: compounded portfolio wealth divided by compounded AA 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…
3y analysis · Full analysis span regression · 6 months rolling