+360.5%
BE vs TE
+132.3%
+228.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.3% | +6.0% | +7.0% |
| 7D | +20.0% | -4.0% | +23.9% | +21.2% |
| 30D | +7.9% | -15.9% | +23.8% | +11.8% |
| 3M | -13.2% | -60.5% | +47.3% | +4.7% |
| 6M | +53.5% | -35.2% | +88.7% | +67.9% |
| YTD | +191.0% | -31.1% | +222.2% | +217.8% |
| 1Y | +360.5% | +148.6% | +211.9% | +510.3% |
| All | +360.5% | +132.3% | +228.2% | +510.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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