+55.3%
BE vs COMP
+23.8%
+31.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.7% | -14.1% | -8.3% |
| 7D | -12.1% | +9.5% | -21.6% | -14.4% |
| 30D | -30.1% | +8.1% | -38.2% | -31.8% |
| 3M | -12.1% | -16.3% | +4.2% | -8.4% |
| 6M | -30.6% | +42.2% | -72.8% | -36.0% |
| YTD | +130.6% | -5.0% | +135.7% | +128.9% |
| 1Y | +55.3% | +20.1% | +35.2% | +50.0% |
| All | +55.3% | +23.8% | +31.5% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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