+26.6%
BE vs U
+24.4%
+2.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.5% | -2.1% | +2.4% |
| 7D | -14.7% | +36.6% | -51.3% | -20.6% |
| 30D | -40.5% | +13.3% | -53.8% | -42.0% |
| 3M | -24.3% | +26.2% | -50.5% | -28.1% |
| 6M | -39.3% | +88.7% | -128.1% | -47.5% |
| YTD | +99.4% | +16.6% | +82.8% | +95.7% |
| 1Y | +26.6% | +29.0% | -2.4% | +13.0% |
| All | +26.6% | +24.4% | +2.2% | +13.0% |
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