+418.8%
BE vs STM
+95.2%
+323.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.1% | +10.0% |
| 7D | +29.8% | +5.2% | +24.6% | +24.7% |
| 30D | +26.4% | -7.4% | +33.8% | +34.3% |
| 3M | +9.3% | -30.6% | +40.0% | +44.0% |
| 6M | +105.1% | +66.4% | +38.7% | +44.5% |
| YTD | +219.0% | +101.1% | +117.9% | +113.6% |
| 1Y | +418.8% | +97.4% | +321.4% | +250.0% |
| All | +418.8% | +95.2% | +323.5% | +250.0% |
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