+1,683.6%
BE vs EXPE
+125.5%
+1,558.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | -1.2% | -13.3% | +12.1% | +0.8% |
| 30D | -30.9% | -5.5% | -25.4% | -30.3% |
| 3M | -11.6% | -16.5% | +4.9% | -9.7% |
| 6M | -25.7% | +13.1% | -38.8% | -29.2% |
| YTD | +123.1% | -8.0% | +131.1% | +120.4% |
| 1Y | +43.4% | +1.1% | +42.3% | +38.0% |
| 3Y | +1,683.6% | +131.2% | +1,552.5% | +1,079.9% |
| All | +1,683.6% | +125.5% | +1,558.1% | +1,079.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling