+1,076.1%
BE vs C
+128.9%
+947.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.7% |
| 7D | +20.0% | +3.6% | +16.3% | +16.0% |
| 30D | +7.9% | +0.1% | +7.9% | +8.0% |
| 3M | -13.2% | +2.4% | -15.6% | -13.6% |
| 6M | +53.5% | +24.9% | +28.5% | +27.9% |
| YTD | +191.0% | +19.8% | +171.2% | +150.8% |
| 1Y | +360.5% | +44.9% | +315.7% | +236.9% |
| 3Y | +1,568.0% | +263.0% | +1,305.0% | +432.1% |
| All | +1,076.1% | +128.9% | +947.2% | +398.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling