+360.5%
BE vs ALL
+28.3%
+332.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.7% | +5.5% |
| 7D | +20.0% | 0.0% | +19.9% | +19.9% |
| 30D | +7.9% | -1.5% | +9.4% | +6.3% |
| 3M | -13.2% | +23.6% | -36.8% | +17.0% |
| 6M | +53.5% | +22.3% | +31.1% | +107.6% |
| YTD | +191.0% | +26.5% | +164.5% | +314.1% |
| 1Y | +360.5% | +27.0% | +333.5% | +601.1% |
| All | +360.5% | +28.3% | +332.2% | +601.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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