+1,574.6%
BE vs COMP
+215.9%
+1,358.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +7.2% |
| 7D | +20.0% | +1.4% | +18.6% | +19.6% |
| 30D | +7.9% | -13.3% | +21.2% | +11.5% |
| 3M | -13.2% | +41.1% | -54.3% | -19.9% |
| 6M | +53.5% | +17.2% | +36.3% | +45.9% |
| YTD | +191.0% | +5.2% | +185.8% | +181.9% |
| 1Y | +360.5% | +18.9% | +341.6% | +329.7% |
| All | +1,574.6% | +215.9% | +1,358.7% | +865.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling