+1,709.5%
BE vs RVMD
+781.3%
+928.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.6% | -4.1% |
| 7D | +10.8% | -10.4% | +21.2% | +15.1% |
| 30D | -19.8% | -11.0% | -8.8% | -16.2% |
| 3M | -18.7% | -14.7% | -4.0% | -14.1% |
| 6M | -33.7% | +14.9% | -48.6% | -36.5% |
| YTD | +121.0% | +116.3% | +4.6% | +63.5% |
| 1Y | +85.4% | +167.6% | -82.2% | +26.8% |
| 3Y | +1,709.5% | +776.8% | +932.7% | +382.4% |
| All | +1,709.5% | +781.3% | +928.2% | +382.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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