+1,616.9%
BE vs ALL
+105.5%
+1,511.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.5% | +7.9% | +1.8% |
| 7D | -14.7% | -1.9% | -12.8% | -15.2% |
| 30D | -40.5% | +13.8% | -54.3% | -37.5% |
| 3M | -24.3% | -7.0% | -17.3% | -25.1% |
| 6M | -39.3% | +18.0% | -57.3% | -37.1% |
| YTD | +99.4% | +24.2% | +75.2% | +105.9% |
| 1Y | +26.6% | +31.2% | -4.6% | +28.6% |
| 3Y | +1,616.9% | +107.5% | +1,509.4% | +1,730.1% |
| All | +1,616.9% | +105.5% | +1,511.4% | +1,730.1% |
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 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