+1,580.2%
BE vs BP
+33.3%
+1,546.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +7.2% |
| 7D | +20.0% | +3.9% | +16.0% | +18.4% |
| 30D | +7.9% | +7.6% | +0.3% | +4.8% |
| 3M | -13.2% | +0.7% | -13.9% | -13.6% |
| 6M | +53.5% | +15.5% | +38.0% | +41.6% |
| YTD | +191.0% | +30.8% | +160.2% | +155.0% |
| 1Y | +360.5% | +34.3% | +326.2% | +296.4% |
| All | +1,580.2% | +33.3% | +1,546.9% | +1,364.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 3y: compounded portfolio wealth divided by compounded BP 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…
3y analysis · Full analysis span regression · 6 months rolling