+418.8%
BE vs XRT
-1.4%
+420.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.2% | +11.8% | +10.8% |
| 7D | +29.8% | -0.3% | +30.0% | +29.8% |
| 30D | +26.4% | -5.6% | +32.0% | +30.3% |
| 3M | +9.3% | +2.5% | +6.8% | +3.6% |
| 6M | +105.1% | +3.7% | +101.4% | +89.1% |
| YTD | +219.0% | +1.0% | +218.1% | +201.2% |
| 1Y | +418.8% | -1.2% | +420.0% | +372.2% |
| All | +418.8% | -1.4% | +420.1% | +372.2% |
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