+360.5%
BE vs BR
-29.1%
+389.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.4% | +10.7% | +4.0% |
| 7D | +20.0% | -5.3% | +25.3% | +13.8% |
| 30D | +7.9% | +6.4% | +1.5% | +15.8% |
| 3M | -13.2% | +13.6% | -26.9% | +3.9% |
| 6M | +53.5% | -6.7% | +60.2% | +54.0% |
| YTD | +191.0% | -21.1% | +212.1% | +156.7% |
| 1Y | +360.5% | -29.6% | +390.1% | +338.3% |
| All | +360.5% | -29.1% | +389.6% | +338.3% |
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