+309.8%
BE vs EWZ
+33.5%
+276.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.0% | +7.6% | +7.9% |
| 7D | +9.0% | +0.9% | +8.2% | +7.8% |
| 30D | +16.3% | +12.8% | +3.5% | -0.7% |
| 3M | +10.8% | +10.8% | 0.0% | -2.8% |
| 6M | +73.2% | +2.5% | +70.7% | +67.6% |
| YTD | +217.4% | +21.4% | +196.0% | +149.7% |
| 1Y | +309.8% | +32.8% | +277.0% | +165.2% |
| All | +309.8% | +33.5% | +276.2% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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