+55.3%
BE vs U
+17.5%
+37.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.9% | -11.3% | -7.6% |
| 7D | -12.1% | +7.5% | -19.6% | -13.8% |
| 30D | -30.1% | -7.0% | -23.0% | -28.8% |
| 3M | -12.1% | +20.6% | -32.7% | -16.4% |
| 6M | -30.6% | +53.2% | -83.7% | -38.0% |
| YTD | +130.6% | -3.9% | +134.5% | +135.8% |
| 1Y | +55.3% | +18.4% | +36.9% | +33.5% |
| All | +55.3% | +17.5% | +37.8% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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