+65.3%
BE vs FFIV
+33.1%
+32.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.9% | +12.1% | +12.4% |
| 7D | +4.5% | -2.9% | +7.5% | +7.3% |
| 30D | -20.1% | -32.4% | +12.3% | -0.1% |
| 3M | -0.8% | -22.7% | +21.9% | +11.3% |
| 6M | -26.2% | -10.7% | -15.5% | -25.6% |
| YTD | +141.1% | +25.4% | +115.7% | +87.6% |
| All | +65.3% | +33.1% | +32.2% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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