+309.8%
BE vs IT
-23.2%
+333.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +5.3% | +1.4% | +9.3% |
| 7D | +9.0% | -3.7% | +12.7% | +7.2% |
| 30D | +16.3% | +0.1% | +16.2% | +17.0% |
| 3M | +10.8% | +20.7% | -9.9% | +32.2% |
| 6M | +73.2% | +12.0% | +61.2% | +106.8% |
| YTD | +217.4% | -28.8% | +246.2% | +254.3% |
| 1Y | +309.8% | -25.5% | +335.3% | +362.7% |
| All | +309.8% | -23.2% | +333.0% | +362.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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