+2,005.5%
BE vs AS
+120.4%
+1,885.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.6% | +3.8% | +6.4% |
| 7D | +20.0% | -4.9% | +24.9% | +21.6% |
| 30D | +7.9% | -19.6% | +27.5% | +14.2% |
| 3M | -13.2% | -14.4% | +1.2% | -10.0% |
| 6M | +53.5% | -20.1% | +73.6% | +61.8% |
| YTD | +191.0% | -20.9% | +212.0% | +206.5% |
| 1Y | +360.5% | -21.9% | +382.4% | +384.8% |
| All | +2,005.5% | +120.4% | +1,885.1% | +1,752.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling