+360.5%
BE vs BLK
+3.3%
+357.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.7% |
| 7D | +20.0% | -3.6% | +23.6% | +24.1% |
| 30D | +7.9% | -1.0% | +8.9% | +8.7% |
| 3M | -13.2% | +10.4% | -23.6% | -22.1% |
| 6M | +53.5% | +8.2% | +45.3% | +41.3% |
| YTD | +191.0% | +6.0% | +185.0% | +165.0% |
| 1Y | +360.5% | +3.3% | +357.2% | +352.4% |
| All | +360.5% | +3.3% | +357.2% | +352.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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