+310.6%
BE vs XYZ
+4.3%
+306.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +9.7% | -5.2% | +14.9% | +10.9% |
| 30D | +22.4% | 0.0% | +22.4% | +22.0% |
| 3M | +10.4% | +18.7% | -8.3% | +5.1% |
| 6M | +67.9% | +20.5% | +47.3% | +57.4% |
| YTD | +197.5% | +21.5% | +176.0% | +182.3% |
| 1Y | +310.6% | +7.2% | +303.3% | +308.0% |
| All | +310.6% | +4.3% | +306.2% | +308.0% |
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