+360.5%
BE vs NI
+1.4%
+359.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +7.5% |
| 7D | +20.0% | +2.0% | +18.0% | +19.4% |
| 30D | +7.9% | -3.5% | +11.5% | +8.8% |
| 3M | -13.2% | -9.1% | -4.1% | -13.5% |
| 6M | +53.5% | -11.8% | +65.3% | +54.6% |
| YTD | +191.0% | +1.1% | +189.9% | +183.6% |
| 1Y | +360.5% | +6.7% | +353.8% | +396.6% |
| All | +360.5% | +1.4% | +359.1% | +396.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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