+85.4%
BE vs U
+33.7%
+51.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.2% | -10.2% | -5.6% |
| 7D | +10.8% | +2.6% | +8.3% | +10.4% |
| 30D | -19.8% | +27.6% | -47.3% | -23.1% |
| 3M | -18.7% | +15.3% | -34.1% | -20.7% |
| 6M | -33.7% | +96.4% | -130.1% | -41.2% |
| YTD | +121.0% | +19.6% | +101.4% | +110.2% |
| 1Y | +85.4% | +42.1% | +43.3% | +58.0% |
| All | +85.4% | +33.7% | +51.7% | +58.0% |
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