+309.8%
BE vs TRU
-13.7%
+323.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +7.0% |
| 7D | +9.0% | -2.7% | +11.8% | +8.0% |
| 30D | +16.3% | -2.0% | +18.3% | +15.7% |
| 3M | +10.8% | +18.4% | -7.6% | +14.4% |
| 6M | +73.2% | +8.9% | +64.3% | +77.3% |
| YTD | +217.4% | -8.9% | +226.3% | +228.4% |
| 1Y | +309.8% | -15.9% | +325.7% | +337.7% |
| All | +309.8% | -13.7% | +323.4% | +337.7% |
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