+1,076.1%
BE vs BA
-1.7%
+1,077.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.5% | +6.8% |
| 7D | +20.0% | +1.2% | +18.8% | +19.1% |
| 30D | +7.9% | -11.6% | +19.5% | +17.1% |
| 3M | -13.2% | -2.4% | -10.8% | -11.8% |
| 6M | +53.5% | -6.6% | +60.1% | +57.5% |
| YTD | +191.0% | -2.2% | +193.3% | +189.4% |
| 1Y | +360.5% | -8.0% | +368.5% | +373.1% |
| 3Y | +1,568.0% | -5.0% | +1,573.0% | +1,514.8% |
| All | +1,076.1% | -1.7% | +1,077.8% | +881.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 5y: compounded portfolio wealth divided by compounded BA 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…
5y analysis · Full analysis span regression · 6 months rolling