+309.8%
BE vs EXE
+1.0%
+308.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.1% | +8.8% | +6.4% |
| 7D | +9.0% | -3.1% | +12.2% | +8.6% |
| 30D | +16.3% | -0.9% | +17.2% | +16.2% |
| 3M | +10.8% | +9.6% | +1.2% | +11.2% |
| 6M | +73.2% | -11.6% | +84.8% | +69.6% |
| YTD | +217.4% | -12.6% | +229.9% | +213.9% |
| 1Y | +309.8% | +1.2% | +308.6% | +329.1% |
| All | +309.8% | +1.0% | +308.8% | +329.1% |
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