+418.8%
BE vs U
-3.2%
+421.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +9.1% |
| 7D | +29.8% | +4.5% | +25.3% | +28.7% |
| 30D | +26.4% | -0.6% | +27.0% | +26.3% |
| 3M | +9.3% | +48.4% | -39.1% | -0.1% |
| 6M | +105.1% | +115.4% | -10.3% | +69.2% |
| YTD | +219.0% | -3.2% | +222.3% | +219.0% |
| 1Y | +418.8% | -6.0% | +424.8% | +333.3% |
| All | +418.8% | -3.2% | +421.9% | +333.3% |
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