+360.5%
BE vs EXC
+2.6%
+358.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.4% | +5.9% |
| 7D | +20.0% | -0.7% | +20.6% | +19.4% |
| 30D | +7.9% | -4.6% | +12.5% | +3.9% |
| 3M | -13.2% | -2.2% | -11.0% | -15.6% |
| 6M | +53.5% | -10.6% | +64.0% | +42.4% |
| YTD | +191.0% | +1.9% | +189.1% | +189.7% |
| 1Y | +360.5% | +3.4% | +357.1% | +336.6% |
| All | +360.5% | +2.6% | +358.0% | +336.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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