+55.3%
BE vs IFF
+44.8%
+10.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.9% | -1.5% | -7.4% |
| 7D | -12.1% | -3.3% | -8.8% | -12.7% |
| 30D | -30.1% | +5.3% | -35.4% | -29.5% |
| 3M | -12.1% | +8.9% | -21.0% | -10.8% |
| 6M | -30.6% | +26.3% | -56.9% | -25.2% |
| YTD | +130.6% | +32.2% | +98.5% | +159.5% |
| 1Y | +55.3% | +45.8% | +9.5% | +90.5% |
| All | +55.3% | +44.8% | +10.5% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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