+360.5%
BE vs GD
+13.1%
+347.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.1% | +8.4% |
| 7D | +20.0% | -5.3% | +25.2% | +23.9% |
| 30D | +7.9% | -6.4% | +14.3% | +12.0% |
| 3M | -13.2% | +5.7% | -18.9% | -20.7% |
| 6M | +53.5% | -0.9% | +54.4% | +44.6% |
| YTD | +191.0% | +8.2% | +182.9% | +131.5% |
| 1Y | +360.5% | +13.4% | +347.1% | +222.8% |
| All | +360.5% | +13.1% | +347.4% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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