+85.4%
BE vs AS
-3.7%
+89.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.1% | -4.7% |
| 7D | +10.8% | -4.9% | +15.7% | +12.6% |
| 30D | -19.8% | +3.9% | -23.7% | -20.8% |
| 3M | -18.7% | -9.6% | -9.1% | -16.3% |
| 6M | -33.7% | -8.7% | -25.1% | -32.7% |
| YTD | +121.0% | -19.8% | +140.8% | +127.6% |
| 1Y | +85.4% | -1.5% | +87.0% | +91.1% |
| All | +85.4% | -3.7% | +89.1% | +91.1% |
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