+26.6%
BE vs C
+19.8%
+6.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.9% | +2.7% |
| 7D | -14.7% | -2.4% | -12.3% | -11.2% |
| 30D | -40.5% | -6.0% | -34.5% | -35.1% |
| 3M | -24.3% | -10.5% | -13.8% | -11.4% |
| 6M | -39.3% | -5.7% | -33.6% | -32.4% |
| YTD | +99.4% | +4.1% | +95.2% | +87.7% |
| 1Y | +26.6% | +20.5% | +6.1% | -25.6% |
| All | +26.6% | +19.8% | +6.8% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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