+360.5%
BE vs BAH
-28.2%
+388.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.8% | +6.7% |
| 7D | +20.0% | -3.2% | +23.2% | +18.3% |
| 30D | +7.9% | +2.0% | +5.9% | +9.3% |
| 3M | -13.2% | -7.6% | -5.6% | -8.6% |
| 6M | +53.5% | -5.7% | +59.1% | +61.4% |
| YTD | +191.0% | -11.7% | +202.7% | +207.3% |
| 1Y | +360.5% | -27.4% | +387.9% | +417.7% |
| All | +360.5% | -28.2% | +388.8% | +417.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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