+1,784.6%
BE vs IT
-51.4%
+1,835.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -7.4% | +17.0% | +7.9% |
| 7D | +29.8% | -9.1% | +38.9% | +27.2% |
| 30D | +26.4% | -7.0% | +33.4% | +24.9% |
| 3M | +9.3% | +7.6% | +1.7% | +16.4% |
| 6M | +105.1% | +2.1% | +102.9% | +119.9% |
| YTD | +219.0% | -31.6% | +250.6% | +250.1% |
| 1Y | +418.8% | -29.9% | +448.7% | +465.0% |
| 3Y | +1,784.6% | -51.3% | +1,835.8% | +2,019.8% |
| All | +1,784.6% | -51.4% | +1,835.9% | +2,019.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling