+55.3%
BE vs FTI
+57.1%
-1.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.4% | -3.0% | -4.9% |
| 7D | -12.1% | -9.7% | -2.5% | -8.2% |
| 30D | -30.1% | -8.2% | -21.9% | -27.3% |
| 3M | -12.1% | -7.8% | -4.3% | -9.5% |
| 6M | -30.6% | -13.4% | -17.1% | -25.0% |
| YTD | +130.6% | +45.1% | +85.6% | +42.0% |
| 1Y | +55.3% | +54.6% | +0.7% | -13.0% |
| All | +55.3% | +57.1% | -1.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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