+360.5%
BE vs FITB
+23.7%
+336.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.2% | +7.5% | +7.4% |
| 7D | +20.0% | +0.6% | +19.4% | +19.7% |
| 30D | +7.9% | -4.7% | +12.7% | +10.3% |
| 3M | -13.2% | +6.7% | -19.9% | -16.5% |
| 6M | +53.5% | +12.6% | +40.9% | +43.4% |
| YTD | +191.0% | +19.1% | +171.9% | +162.1% |
| 1Y | +360.5% | +22.6% | +337.9% | +291.0% |
| All | +360.5% | +23.7% | +336.9% | +291.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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