+85.4%
BE vs T
-9.4%
+94.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +10.8% | +2.5% | +8.3% | +13.3% |
| 30D | -19.8% | -3.8% | -16.0% | -22.5% |
| 3M | -18.7% | -8.7% | -10.0% | -24.8% |
| 6M | -33.7% | -8.1% | -25.6% | -31.5% |
| YTD | +121.0% | -6.4% | +127.4% | +117.5% |
| 1Y | +85.4% | -9.8% | +95.2% | +76.0% |
| All | +85.4% | -9.4% | +94.8% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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