+1,709.5%
BE vs NOW
-19.3%
+1,728.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.6% | -6.5% | -4.9% |
| 7D | +10.8% | +0.3% | +10.5% | +10.8% |
| 30D | -19.8% | -27.0% | +7.2% | -21.1% |
| 3M | -18.7% | -19.6% | +0.9% | -19.3% |
| 6M | -33.7% | +17.5% | -51.2% | -34.6% |
| YTD | +121.0% | -33.3% | +154.2% | +145.2% |
| 1Y | +85.4% | -39.8% | +125.2% | +114.0% |
| 3Y | +1,709.5% | -19.9% | +1,729.4% | +1,384.9% |
| All | +1,709.5% | -19.3% | +1,728.9% | +1,384.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling