+55.3%
BE vs FITB
+36.9%
+18.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -7.8% | -7.0% |
| 7D | -12.1% | +2.3% | -14.5% | -13.3% |
| 30D | -30.1% | +7.7% | -37.8% | -32.7% |
| 3M | -12.1% | -4.5% | -7.7% | -10.3% |
| 6M | -30.6% | +12.5% | -43.1% | -35.8% |
| YTD | +130.6% | +19.8% | +110.9% | +93.0% |
| 1Y | +55.3% | +34.1% | +21.1% | +16.3% |
| All | +55.3% | +36.9% | +18.4% | +16.3% |
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