+327.7%
BE vs MTB
+22.0%
+305.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +23.9% | +1.1% | +22.9% | +23.5% |
| 30D | +27.8% | -4.6% | +32.5% | +29.5% |
| 3M | +3.7% | +6.3% | -2.5% | -1.4% |
| 6M | +78.0% | +15.6% | +62.4% | +61.1% |
| YTD | +209.9% | +20.6% | +189.4% | +171.2% |
| All | +327.7% | +22.0% | +305.7% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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