+1,709.5%
BE vs ALL
+117.7%
+1,591.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -4.8% |
| 7D | +10.8% | +5.0% | +5.8% | +13.0% |
| 30D | -19.8% | +13.3% | -33.1% | -15.7% |
| 3M | -18.7% | +3.2% | -21.9% | -16.7% |
| 6M | -33.7% | +25.3% | -59.1% | -30.0% |
| YTD | +121.0% | +30.5% | +90.5% | +132.4% |
| 1Y | +85.4% | +29.2% | +56.2% | +95.3% |
| 3Y | +1,709.5% | +119.1% | +1,590.4% | +1,891.7% |
| All | +1,709.5% | +117.7% | +1,591.8% | +1,891.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling