+310.6%
BE vs IBM
-7.5%
+318.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -4.5% |
| 7D | +9.7% | -0.3% | +10.0% | +9.7% |
| 30D | +22.4% | -1.8% | +24.2% | +22.1% |
| 3M | +10.4% | -13.5% | +23.8% | +11.9% |
| 6M | +67.9% | -5.1% | +73.0% | +72.9% |
| YTD | +197.5% | -19.4% | +216.9% | +208.0% |
| 1Y | +310.6% | -6.5% | +317.1% | +314.4% |
| All | +310.6% | -7.5% | +318.1% | +314.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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