+389.6%
BE vs CG
-29.3%
+418.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.0% | +1.1% | -0.1% |
| 7D | +23.9% | -6.4% | +30.4% | +29.5% |
| 30D | +27.8% | -7.1% | +34.9% | +33.3% |
| 3M | +3.7% | -1.6% | +5.3% | +3.4% |
| 6M | +78.0% | -8.3% | +86.3% | +87.2% |
| YTD | +209.9% | -23.8% | +233.7% | +266.7% |
| 1Y | +389.6% | -28.7% | +418.3% | +514.2% |
| All | +389.6% | -29.3% | +418.9% | +514.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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