+309.8%
BE vs FTV
+14.7%
+295.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.3% | +6.3% | +6.7% |
| 7D | +9.0% | -4.0% | +13.0% | +9.1% |
| 30D | +16.3% | -11.0% | +27.3% | +16.5% |
| 3M | +10.8% | -8.4% | +19.2% | +11.0% |
| 6M | +73.2% | -2.6% | +75.8% | +72.5% |
| YTD | +217.4% | -0.6% | +218.0% | +226.4% |
| 1Y | +309.8% | +11.0% | +298.8% | +262.7% |
| All | +309.8% | +14.7% | +295.1% | +262.7% |
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