+71.8%
CB vs TE
-36.2%
+108.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -1.7% |
| 7D | +0.2% | -12.6% | +12.8% | +0.1% |
| 30D | +9.1% | -36.7% | +45.8% | +8.4% |
| 3M | +3.4% | -57.5% | +60.9% | +2.3% |
| 6M | +14.1% | -55.2% | +69.3% | +13.0% |
| YTD | +18.0% | -64.7% | +82.7% | +16.8% |
| 1Y | +30.1% | -35.9% | +66.0% | +29.1% |
| 3Y | +71.8% | -31.8% | +103.6% | +70.5% |
| All | +71.8% | -36.2% | +108.0% | +70.5% |
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