+327.7%
BE vs NOW
-30.0%
+357.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -3.8% |
| 7D | +23.9% | -4.1% | +28.0% | +21.9% |
| 30D | +27.8% | +2.9% | +25.0% | +30.4% |
| 3M | +3.7% | +22.6% | -18.8% | +18.8% |
| 6M | +78.0% | +7.5% | +70.4% | +110.8% |
| YTD | +209.9% | -14.4% | +224.3% | +294.0% |
| All | +327.7% | -30.0% | +357.7% | +474.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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