+1,784.6%
BE vs EXE
+21.0%
+1,763.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.3% | +9.3% | +9.5% |
| 7D | +29.8% | -1.8% | +31.6% | +30.7% |
| 30D | +26.4% | +6.4% | +20.0% | +22.4% |
| 3M | +9.3% | +9.2% | +0.1% | +4.1% |
| 6M | +105.1% | -7.0% | +112.0% | +110.9% |
| YTD | +219.0% | -9.5% | +228.5% | +225.8% |
| 1Y | +418.8% | +6.2% | +412.5% | +365.1% |
| 3Y | +1,784.6% | +20.7% | +1,763.8% | +1,409.6% |
| All | +1,784.6% | +21.0% | +1,763.6% | +1,409.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling