+360.5%
BE vs FTV
+21.5%
+339.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.4% | +7.4% |
| 7D | +20.0% | -4.6% | +24.6% | +20.2% |
| 30D | +7.9% | -7.2% | +15.1% | +8.2% |
| 3M | -13.2% | -7.3% | -5.9% | -12.3% |
| 6M | +53.5% | -1.6% | +55.1% | +51.8% |
| YTD | +191.0% | +3.3% | +187.7% | +197.6% |
| 1Y | +360.5% | +20.2% | +340.3% | +293.3% |
| All | +360.5% | +21.5% | +339.0% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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