+1,227.8%
BE vs EXEL
+194.6%
+1,033.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -3.3% |
| 7D | +23.9% | -0.3% | +24.3% | +24.0% |
| 30D | +27.8% | +10.1% | +17.7% | +23.4% |
| 3M | +3.7% | +10.1% | -6.4% | -0.3% |
| 6M | +78.0% | +37.7% | +40.3% | +57.2% |
| YTD | +209.9% | +33.1% | +176.8% | +175.2% |
| 1Y | +389.6% | +52.4% | +337.2% | +314.9% |
| 3Y | +1,730.6% | +163.8% | +1,566.8% | +1,071.1% |
| 5Y | +1,227.8% | +198.5% | +1,029.3% | +621.4% |
| All | +1,227.8% | +194.6% | +1,033.2% | +621.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 5y: compounded portfolio wealth divided by compounded EXEL 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…
5y analysis · Full analysis span regression · 6 months rolling