+360.5%
BE vs ALB
+60.9%
+299.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.4% | +11.8% | +9.4% |
| 7D | +20.0% | -8.1% | +28.0% | +24.3% |
| 30D | +7.9% | +6.3% | +1.7% | +2.5% |
| 3M | -13.2% | -23.6% | +10.4% | -3.2% |
| 6M | +53.5% | -24.6% | +78.1% | +70.4% |
| YTD | +191.0% | -10.3% | +201.3% | +210.1% |
| 1Y | +360.5% | +61.5% | +299.1% | +373.2% |
| All | +360.5% | +60.9% | +299.6% | +373.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 1y: compounded portfolio wealth divided by compounded ALB 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…
1y analysis · Full analysis span regression · 6 months rolling