+360.5%
BE vs STM
+107.3%
+253.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.5% | +5.8% |
| 7D | +20.0% | +5.8% | +14.2% | +14.7% |
| 30D | +7.9% | -1.0% | +8.9% | +8.3% |
| 3M | -13.2% | -33.3% | +20.0% | +17.6% |
| 6M | +53.5% | +57.4% | -3.9% | +11.5% |
| YTD | +191.0% | +102.2% | +88.8% | +92.4% |
| 1Y | +360.5% | +99.6% | +260.9% | +202.8% |
| All | +360.5% | +107.3% | +253.2% | +202.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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