+360.5%
BE vs CB
+22.7%
+337.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +4.2% |
| 7D | +20.0% | +0.5% | +19.5% | +20.7% |
| 30D | +7.9% | -3.1% | +11.0% | +2.3% |
| 3M | -13.2% | +9.0% | -22.2% | +2.6% |
| 6M | +53.5% | +2.9% | +50.6% | +69.8% |
| YTD | +191.0% | +10.1% | +180.9% | +255.8% |
| 1Y | +360.5% | +22.8% | +337.7% | +545.9% |
| All | +360.5% | +22.7% | +337.8% | +545.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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