+1,264.4%
BE vs WY
-22.2%
+1,286.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.3% | +6.4% | +6.4% |
| 7D | +9.0% | -4.2% | +13.2% | +12.6% |
| 30D | +16.3% | -10.1% | +26.4% | +25.9% |
| 3M | +10.8% | -8.5% | +19.3% | +15.2% |
| 6M | +73.2% | -3.3% | +76.5% | +70.8% |
| YTD | +217.4% | -4.4% | +221.8% | +213.1% |
| 1Y | +309.8% | -11.5% | +321.3% | +324.7% |
| 3Y | +1,726.2% | -24.3% | +1,750.5% | +2,075.7% |
| All | +1,264.4% | -22.2% | +1,286.7% | +1,688.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling