+85.4%
BE vs IRE
-97.6%
+183.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -14.4% | +9.5% | -0.9% |
| 7D | +10.8% | -31.8% | +42.7% | +22.4% |
| 30D | -19.8% | -71.8% | +52.0% | +6.8% |
| 3M | -18.7% | -88.9% | +70.2% | +33.4% |
| 6M | -33.7% | -95.4% | +61.6% | +18.3% |
| YTD | +121.0% | -94.2% | +215.2% | +213.9% |
| 1Y | +85.4% | -97.1% | +182.5% | +179.8% |
| All | +85.4% | -97.6% | +183.0% | +179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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