+360.5%
BE vs TDY
+11.8%
+348.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +6.7% |
| 7D | +20.0% | -1.8% | +21.8% | +23.3% |
| 30D | +7.9% | -10.7% | +18.6% | +27.5% |
| 3M | -13.2% | -1.3% | -11.9% | -8.9% |
| 6M | +53.5% | -10.6% | +64.0% | +81.3% |
| YTD | +191.0% | +19.6% | +171.5% | +133.2% |
| 1Y | +360.5% | +11.6% | +348.9% | +313.2% |
| All | +360.5% | +11.8% | +348.7% | +313.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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