+55.3%
BE vs XRT
+18.0%
+37.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.5% | -11.9% | -7.1% |
| 7D | -12.1% | +8.0% | -20.2% | -13.6% |
| 30D | -30.1% | +13.0% | -43.1% | -32.5% |
| 3M | -12.1% | +1.7% | -13.8% | -11.3% |
| 6M | -30.6% | +12.6% | -43.1% | -36.2% |
| YTD | +130.6% | +10.7% | +120.0% | +109.0% |
| 1Y | +55.3% | +18.4% | +36.9% | +35.0% |
| All | +55.3% | +18.0% | +37.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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