+1,735.9%
BE vs TE
-19.7%
+1,755.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +10.0% | -0.4% | +7.7% |
| 7D | +29.8% | +18.2% | +11.5% | +25.9% |
| 30D | +26.4% | -13.5% | +39.9% | +29.2% |
| 3M | +9.3% | -44.6% | +53.9% | +20.4% |
| 6M | +105.1% | -24.7% | +129.8% | +110.4% |
| YTD | +219.0% | -24.3% | +243.3% | +227.5% |
| 1Y | +418.8% | +155.6% | +263.2% | +345.2% |
| All | +1,735.9% | -19.7% | +1,755.6% | +2,031.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling