+1,726.2%
BE vs BLK
+66.0%
+1,660.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +5.0% |
| 7D | +9.0% | -3.3% | +12.4% | +12.7% |
| 30D | +16.3% | -6.5% | +22.8% | +24.0% |
| 3M | +10.8% | +6.7% | +4.0% | +1.8% |
| 6M | +73.2% | +14.7% | +58.5% | +48.1% |
| YTD | +217.4% | +2.5% | +214.8% | +204.4% |
| 1Y | +309.8% | -2.8% | +312.6% | +316.4% |
| 3Y | +1,726.2% | +65.9% | +1,660.3% | +676.2% |
| All | +1,726.2% | +66.0% | +1,660.2% | +676.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling