+1,709.5%
BE vs STM
+16.3%
+1,693.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.3% |
| 7D | +10.8% | +12.0% | -1.2% | +4.1% |
| 30D | -19.8% | -0.4% | -19.4% | -18.5% |
| 3M | -18.7% | -13.2% | -5.5% | -10.8% |
| 6M | -33.7% | -26.1% | -7.7% | -20.2% |
| YTD | +121.0% | +81.2% | +39.8% | +91.3% |
| 1Y | +85.4% | +98.3% | -12.9% | +56.2% |
| 3Y | +1,709.5% | +16.7% | +1,692.8% | +1,501.4% |
| All | +1,709.5% | +16.3% | +1,693.2% | +1,501.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling