+360.5%
BE vs MP
-17.4%
+377.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.4% | +6.0% | +6.4% |
| 7D | +20.0% | -2.9% | +22.8% | +22.2% |
| 30D | +7.9% | +13.8% | -5.9% | -3.3% |
| 3M | -13.2% | -16.7% | +3.5% | -4.1% |
| 6M | +53.5% | -11.5% | +65.0% | +57.0% |
| YTD | +191.0% | +7.9% | +183.1% | +157.8% |
| 1Y | +360.5% | -15.0% | +375.6% | +449.0% |
| All | +360.5% | -17.4% | +377.9% | +449.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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