+55.3%
BE vs WY
+0.3%
+55.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.6% | -12.0% | -4.0% |
| 7D | -12.1% | +13.3% | -25.5% | -7.6% |
| 30D | -30.1% | +17.6% | -47.7% | -25.6% |
| 3M | -12.1% | -15.0% | +2.9% | -14.5% |
| 6M | -30.6% | -5.9% | -24.7% | -29.9% |
| YTD | +130.6% | -5.7% | +136.4% | +130.1% |
| 1Y | +55.3% | -0.2% | +55.5% | +76.3% |
| All | +55.3% | +0.3% | +55.0% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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