+1,076.1%
BE vs MP
+58.1%
+1,018.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.4% | +6.0% | +6.7% |
| 7D | +20.0% | -2.9% | +22.8% | +21.4% |
| 30D | +7.9% | +13.8% | -5.9% | +0.8% |
| 3M | -13.2% | -16.7% | +3.5% | -6.2% |
| 6M | +53.5% | -11.5% | +65.0% | +59.0% |
| YTD | +191.0% | +7.9% | +183.1% | +179.0% |
| 1Y | +360.5% | -15.0% | +375.6% | +385.4% |
| 3Y | +1,568.0% | +153.5% | +1,414.5% | +739.9% |
| All | +1,076.1% | +58.1% | +1,018.1% | +645.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling