+85.4%
BE vs EXE
-23.9%
+109.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.8% | -4.8% |
| 7D | +10.8% | +5.3% | +5.5% | +11.7% |
| 30D | -19.8% | -2.2% | -17.6% | -20.4% |
| 3M | -18.7% | -5.9% | -12.8% | -19.7% |
| 6M | -33.7% | -5.7% | -28.0% | -35.0% |
| YTD | +121.0% | -17.8% | +138.8% | +112.3% |
| 1Y | +85.4% | -23.1% | +108.5% | +93.6% |
| All | +85.4% | -23.9% | +109.3% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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