+55.3%
BE vs BR
-14.2%
+69.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.0% | -9.4% | -3.2% |
| 7D | -12.1% | +7.0% | -19.1% | -5.4% |
| 30D | -30.1% | +19.0% | -49.1% | -15.5% |
| 3M | -12.1% | +13.1% | -25.2% | +2.6% |
| 6M | -30.6% | +24.6% | -55.2% | -6.2% |
| YTD | +130.6% | -13.6% | +144.2% | +152.2% |
| 1Y | +55.3% | -13.1% | +68.4% | +82.9% |
| All | +55.3% | -14.2% | +69.5% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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