+1,726.2%
BE vs CNC
+1.2%
+1,725.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +6.6% |
| 7D | +9.0% | -0.9% | +10.0% | +9.1% |
| 30D | +16.3% | -1.0% | +17.2% | +16.3% |
| 3M | +10.8% | +4.5% | +6.3% | +10.5% |
| 6M | +73.2% | +85.2% | -12.0% | +68.3% |
| YTD | +217.4% | +61.4% | +155.9% | +208.5% |
| 1Y | +309.8% | +94.9% | +214.9% | +298.4% |
| 3Y | +1,726.2% | 0.0% | +1,726.2% | +1,638.3% |
| All | +1,726.2% | +1.2% | +1,725.0% | +1,638.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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