+360.5%
BE vs AMCR
+11.5%
+349.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +9.0% | +7.1% |
| 7D | +20.0% | -3.3% | +23.2% | +19.5% |
| 30D | +7.9% | -5.4% | +13.4% | +7.3% |
| 3M | -13.2% | +20.0% | -33.2% | -13.6% |
| 6M | +53.5% | 0.0% | +53.4% | +45.5% |
| YTD | +191.0% | +11.5% | +179.5% | +188.9% |
| 1Y | +360.5% | +11.4% | +349.1% | +378.7% |
| All | +360.5% | +11.5% | +349.0% | +378.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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