+360.5%
BE vs XYZ
+9.3%
+351.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.5% |
| 7D | +20.0% | -1.0% | +20.9% | +20.1% |
| 30D | +7.9% | -1.7% | +9.6% | +8.2% |
| 3M | -13.2% | +16.7% | -30.0% | -16.4% |
| 6M | +53.5% | +26.9% | +26.6% | +43.6% |
| YTD | +191.0% | +27.1% | +163.9% | +175.2% |
| 1Y | +360.5% | +9.3% | +351.3% | +347.3% |
| All | +360.5% | +9.3% | +351.2% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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