+85.4%
BE vs WY
-3.6%
+89.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -4.3% |
| 7D | +10.8% | -0.8% | +11.6% | +10.5% |
| 30D | -19.8% | +10.1% | -29.9% | -16.8% |
| 3M | -18.7% | -15.4% | -3.3% | -21.0% |
| 6M | -33.7% | -8.3% | -25.4% | -34.0% |
| YTD | +121.0% | -9.8% | +130.8% | +117.4% |
| 1Y | +85.4% | -3.9% | +89.3% | +107.4% |
| All | +85.4% | -3.6% | +89.0% | +107.4% |
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