+373.2%
BE vs B
+58.8%
+314.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.2% | +9.6% | +9.0% |
| 7D | +20.0% | -1.6% | +21.6% | +21.1% |
| 30D | +7.9% | +9.4% | -1.5% | -0.4% |
| 3M | -13.2% | +5.0% | -18.2% | -17.7% |
| 6M | +53.5% | -3.5% | +57.0% | +54.3% |
| YTD | +191.0% | +4.5% | +186.6% | +173.8% |
| All | +373.2% | +58.8% | +314.4% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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