+389.6%
BE vs EXPE
+26.5%
+363.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -3.0% |
| 7D | +23.9% | -11.5% | +35.4% | +22.4% |
| 30D | +27.8% | -13.1% | +40.9% | +26.1% |
| 3M | +3.7% | +18.1% | -14.4% | +3.3% |
| 6M | +78.0% | +13.3% | +64.7% | +76.3% |
| YTD | +209.9% | -3.2% | +213.1% | +206.5% |
| 1Y | +389.6% | +26.1% | +363.5% | +393.0% |
| All | +389.6% | +26.5% | +363.1% | +393.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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