+1,709.5%
BE vs STT
+182.6%
+1,526.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | +10.8% | +4.8% | +6.1% | +5.6% |
| 30D | -19.8% | +3.9% | -23.7% | -22.0% |
| 3M | -18.7% | -8.2% | -10.6% | -9.7% |
| 6M | -33.7% | +15.6% | -49.3% | -41.6% |
| YTD | +121.0% | +37.6% | +83.3% | +61.4% |
| 1Y | +85.4% | +50.1% | +35.3% | +23.8% |
| 3Y | +1,709.5% | +183.1% | +1,526.5% | +416.7% |
| All | +1,709.5% | +182.6% | +1,526.9% | +416.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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