+55.3%
BE vs FTV
+37.8%
+17.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.3% | -8.6% | -6.2% |
| 7D | -12.1% | +6.6% | -18.7% | -11.7% |
| 30D | -30.1% | +19.1% | -49.2% | -29.3% |
| 3M | -12.1% | +13.1% | -25.2% | -11.9% |
| 6M | -30.6% | +14.0% | -44.6% | -29.7% |
| YTD | +130.6% | +24.2% | +106.4% | +144.4% |
| 1Y | +55.3% | +36.4% | +18.9% | +78.0% |
| All | +55.3% | +37.8% | +17.5% | +78.0% |
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