+911.5%
BE vs ALL
+237.3%
+674.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.7% | +8.0% |
| 7D | +20.0% | 0.0% | +19.9% | +20.0% |
| 30D | +7.9% | -1.5% | +9.4% | +8.2% |
| 3M | -13.2% | +23.6% | -36.8% | -24.8% |
| 6M | +53.5% | +22.3% | +31.1% | +32.3% |
| YTD | +191.0% | +26.5% | +164.5% | +142.1% |
| 1Y | +360.5% | +27.0% | +333.5% | +277.4% |
| 3Y | +1,568.0% | +149.6% | +1,418.4% | +724.1% |
| 5Y | +1,055.2% | +118.1% | +937.1% | +509.4% |
| All | +911.5% | +237.3% | +674.2% | +250.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling