+55.3%
BE vs CB
+34.9%
+20.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.1% | -8.4% | -2.5% |
| 7D | -12.1% | +5.3% | -17.4% | -3.1% |
| 30D | -30.1% | +13.2% | -43.3% | -11.1% |
| 3M | -12.1% | +7.8% | -19.9% | +1.8% |
| 6M | -30.6% | +15.8% | -46.4% | -4.2% |
| YTD | +130.6% | +21.0% | +109.7% | +251.0% |
| 1Y | +55.3% | +32.2% | +23.1% | +216.5% |
| All | +55.3% | +34.9% | +20.4% | +216.5% |
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