+1,580.2%
BE vs W
+41.4%
+1,538.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.5% | +4.8% | +6.5% |
| 7D | +20.0% | -4.2% | +24.1% | +21.7% |
| 30D | +7.9% | -7.6% | +15.5% | +10.8% |
| 3M | -13.2% | +37.2% | -50.4% | -24.6% |
| 6M | +53.5% | +26.3% | +27.1% | +36.2% |
| YTD | +191.0% | -1.0% | +192.0% | +180.3% |
| 1Y | +360.5% | +20.1% | +340.4% | +309.5% |
| All | +1,580.2% | +41.4% | +1,538.8% | +1,169.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 3y: compounded portfolio wealth divided by compounded W 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…
3y analysis · Full analysis span regression · 6 months rolling