+309.8%
BE vs BG
+53.0%
+256.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.7% | +8.4% | +6.6% |
| 7D | +9.0% | +3.1% | +5.9% | +9.1% |
| 30D | +16.3% | +10.2% | +6.0% | +16.5% |
| 3M | +10.8% | -1.7% | +12.5% | +13.8% |
| 6M | +73.2% | +1.0% | +72.2% | +76.1% |
| YTD | +217.4% | +39.9% | +177.4% | +201.8% |
| 1Y | +309.8% | +53.2% | +256.6% | +294.5% |
| All | +309.8% | +53.0% | +256.8% | +294.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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