+55.3%
BE vs MKTX
+5.4%
+49.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.3% | -6.3% |
| 7D | -12.1% | +0.5% | -12.6% | -12.2% |
| 30D | -30.1% | +1.0% | -31.0% | -30.3% |
| 3M | -12.1% | +2.5% | -14.6% | -12.6% |
| 6M | -30.6% | +8.0% | -38.6% | -39.1% |
| YTD | +130.6% | -7.3% | +137.9% | +87.5% |
| 1Y | +55.3% | +4.7% | +50.6% | +13.1% |
| All | +55.3% | +5.4% | +49.9% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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