+33.2%
BE vs EXC
+2.3%
+30.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.6% |
| 7D | -13.4% | +0.1% | -13.4% | -13.2% |
| 30D | -33.9% | +9.0% | -42.9% | -29.8% |
| 3M | -12.0% | +3.3% | -15.3% | -10.3% |
| 6M | -29.0% | +5.7% | -34.6% | -28.4% |
| YTD | +113.4% | +7.3% | +106.0% | +114.0% |
| 1Y | +33.2% | +2.9% | +30.2% | +42.4% |
| All | +33.2% | +2.3% | +30.9% | +42.4% |
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