+1,874.3%
BE vs C
+222.1%
+1,652.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.6% | +11.4% | +11.3% |
| 7D | +4.5% | -0.4% | +5.0% | +6.1% |
| 30D | -20.1% | -5.3% | -14.8% | -14.6% |
| 3M | -0.8% | -8.0% | +7.2% | +9.4% |
| 6M | -26.2% | -0.3% | -26.0% | -23.5% |
| YTD | +141.1% | +8.6% | +132.4% | +130.2% |
| 1Y | +64.8% | +25.8% | +39.0% | +38.4% |
| All | +1,874.3% | +222.1% | +1,652.2% | +390.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling