+1,683.3%
BE vs WY
-23.0%
+1,706.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.4% | -2.7% |
| 7D | +23.9% | -1.7% | +25.6% | +24.7% |
| 30D | +27.8% | -9.9% | +37.7% | +33.1% |
| 3M | +3.7% | -7.5% | +11.2% | +6.0% |
| 6M | +78.0% | -5.1% | +83.1% | +78.5% |
| YTD | +209.9% | -2.1% | +212.0% | +203.6% |
| 1Y | +389.6% | -7.3% | +396.9% | +394.8% |
| All | +1,683.3% | -23.0% | +1,706.3% | +1,969.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling