+64.8%
BE vs EXC
+2.8%
+62.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.2% | +12.8% | +13.1% |
| 7D | +4.5% | -1.4% | +5.9% | +3.6% |
| 30D | -20.1% | +8.3% | -28.4% | -15.5% |
| 3M | -0.8% | +2.6% | -3.4% | +0.5% |
| 6M | -26.2% | +5.2% | -31.4% | -25.7% |
| YTD | +141.1% | +7.5% | +133.5% | +142.5% |
| 1Y | +64.8% | +3.2% | +61.7% | +77.9% |
| All | +64.8% | +2.8% | +62.1% | +77.9% |
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