+33.2%
BE vs U
+21.4%
+11.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.2% | -4.0% |
| 7D | -13.4% | +24.4% | -37.7% | -17.5% |
| 30D | -33.9% | +7.4% | -41.3% | -34.9% |
| 3M | -12.0% | +16.8% | -28.8% | -15.0% |
| 6M | -29.0% | +78.8% | -107.7% | -37.8% |
| YTD | +113.4% | +14.0% | +99.4% | +111.2% |
| 1Y | +33.2% | +16.7% | +16.5% | +32.6% |
| All | +33.2% | +21.4% | +11.8% | +32.6% |
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