+1,886.1%
BE vs MP
+117.4%
+1,768.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.1% | -1.3% | -4.6% |
| 7D | -12.1% | -12.5% | +0.4% | -7.9% |
| 30D | -30.1% | -23.3% | -6.8% | -23.3% |
| 3M | -12.1% | -24.4% | +12.2% | -4.1% |
| 6M | -30.6% | -45.8% | +15.2% | -15.7% |
| YTD | +130.6% | -28.9% | +159.6% | +159.9% |
| 1Y | +55.3% | -34.6% | +89.9% | +81.1% |
| All | +1,886.1% | +117.4% | +1,768.8% | +1,301.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling