+85.4%
BE vs STZ
+15.6%
+69.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -4.5% |
| 7D | +10.8% | +2.6% | +8.3% | +12.4% |
| 30D | -19.8% | +15.2% | -35.0% | -12.1% |
| 3M | -18.7% | +7.6% | -26.4% | -12.2% |
| 6M | -33.7% | +5.3% | -39.0% | -27.6% |
| YTD | +121.0% | +8.6% | +112.3% | +116.8% |
| 1Y | +85.4% | +15.6% | +69.8% | +101.4% |
| All | +85.4% | +15.6% | +69.9% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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