+41.7%
BE vs TRU
+3.5%
+38.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.6% | -10.9% | -4.4% |
| 7D | -12.1% | +10.5% | -22.7% | -8.0% |
| 30D | -30.1% | +28.7% | -58.8% | -21.8% |
| 3M | -12.1% | +0.7% | -12.8% | -11.7% |
| 6M | -30.6% | +19.3% | -49.9% | -25.4% |
| YTD | +130.6% | -3.7% | +134.4% | +140.3% |
| All | +41.7% | +3.5% | +38.2% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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