+309.8%
BE vs S
+8.9%
+300.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.7% |
| 7D | +9.0% | -0.7% | +9.7% | +9.0% |
| 30D | +16.3% | -11.4% | +27.7% | +16.0% |
| 3M | +10.8% | +33.8% | -23.0% | +11.0% |
| 6M | +73.2% | +39.5% | +33.7% | +73.6% |
| YTD | +217.4% | +31.7% | +185.7% | +223.7% |
| 1Y | +309.8% | +7.0% | +302.8% | +354.2% |
| All | +309.8% | +8.9% | +300.9% | +354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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