+26.6%
BE vs AS
+0.9%
+25.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -1.8% | -11.7% | -13.0% |
| 7D | -14.7% | +6.9% | -21.7% | -16.8% |
| 30D | -40.5% | +16.0% | -56.5% | -43.7% |
| 3M | -24.3% | -12.8% | -11.5% | -20.6% |
| 6M | -39.3% | -15.4% | -23.9% | -35.9% |
| YTD | +99.4% | -15.7% | +115.1% | +102.9% |
| 1Y | +26.6% | +6.1% | +20.5% | +13.9% |
| All | +26.6% | +0.9% | +25.7% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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