+1,874.3%
BE vs CHD
+29.7%
+1,844.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.2% | +12.7% | +13.1% |
| 7D | +4.5% | 0.0% | +4.5% | +4.4% |
| 30D | -20.1% | +12.2% | -32.3% | -15.7% |
| 3M | -0.8% | +9.3% | -10.1% | +3.8% |
| 6M | -26.2% | +24.3% | -50.5% | -19.4% |
| YTD | +141.1% | +34.9% | +106.2% | +167.1% |
| 1Y | +64.8% | +32.7% | +32.1% | +82.7% |
| All | +1,874.3% | +29.7% | +1,844.5% | +2,196.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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