+1,616.9%
BE vs S
+34.5%
+1,582.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +3.0% |
| 7D | -14.7% | -13.4% | -1.3% | -11.8% |
| 30D | -40.5% | -14.0% | -26.5% | -38.4% |
| 3M | -24.3% | +4.9% | -29.2% | -25.8% |
| 6M | -39.3% | +42.0% | -81.3% | -45.8% |
| YTD | +99.4% | +45.1% | +54.2% | +74.0% |
| 1Y | +26.6% | +33.1% | -6.5% | +13.8% |
| 3Y | +1,616.9% | +40.6% | +1,576.3% | +1,287.5% |
| All | +1,616.9% | +34.5% | +1,582.5% | +1,287.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling