+74.9%
CB vs TE
+9.8%
+65.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +1.0% |
| 7D | +2.9% | -19.1% | +22.0% | +2.6% |
| 30D | +7.3% | -34.1% | +41.4% | +6.7% |
| 3M | +9.4% | -60.1% | +69.5% | +8.1% |
| 6M | +19.6% | -66.0% | +85.6% | +18.0% |
| YTD | +21.5% | -71.4% | +92.9% | +19.8% |
| 1Y | +28.0% | -45.3% | +73.3% | +26.5% |
| 3Y | +74.9% | +9.1% | +65.7% | +74.2% |
| All | +74.9% | +9.8% | +65.1% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling