+85.4%
BE vs EW
+25.9%
+59.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.5% |
| 7D | +10.8% | +4.9% | +5.9% | +8.7% |
| 30D | -19.8% | +23.9% | -43.7% | -26.6% |
| 3M | -18.7% | +15.8% | -34.5% | -23.3% |
| 6M | -33.7% | +31.7% | -65.4% | -43.1% |
| YTD | +121.0% | +25.7% | +95.3% | +104.1% |
| 1Y | +85.4% | +24.4% | +61.0% | +80.2% |
| All | +85.4% | +25.9% | +59.5% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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