+1,611.9%
BE vs NI
+69.0%
+1,542.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.4% |
| 7D | +9.7% | -0.6% | +10.3% | +10.4% |
| 30D | +22.4% | -1.4% | +23.8% | +24.1% |
| 3M | +10.4% | -10.6% | +20.9% | +20.3% |
| 6M | +67.9% | -9.9% | +77.8% | +81.2% |
| YTD | +197.5% | +1.2% | +196.3% | +181.4% |
| 1Y | +310.6% | +4.4% | +306.1% | +270.7% |
| All | +1,611.9% | +69.0% | +1,542.9% | +698.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling