+1,611.9%
BE vs BR
-5.0%
+1,616.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +9.7% | -6.0% | +15.7% | +9.7% |
| 30D | +22.4% | -0.9% | +23.2% | +22.2% |
| 3M | +10.4% | +16.4% | -6.0% | +7.9% |
| 6M | +67.9% | -8.2% | +76.0% | +79.6% |
| YTD | +197.5% | -23.2% | +220.7% | +254.8% |
| 1Y | +310.6% | -30.9% | +341.5% | +436.8% |
| All | +1,611.9% | -5.0% | +1,616.9% | +1,309.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling