+1,574.6%
BE vs PM
+117.4%
+1,457.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.3% | +7.2% |
| 7D | +20.0% | -4.9% | +24.9% | +19.4% |
| 30D | +7.9% | -3.4% | +11.3% | +7.6% |
| 3M | -13.2% | +5.2% | -18.4% | -14.1% |
| 6M | +53.5% | +3.7% | +49.7% | +52.0% |
| YTD | +191.0% | +15.8% | +175.3% | +183.7% |
| 1Y | +360.5% | +17.4% | +343.1% | +350.5% |
| All | +1,574.6% | +117.4% | +1,457.2% | +841.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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