+977.1%
BE vs BLK
+159.3%
+817.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.7% | -0.6% |
| 7D | +23.9% | -2.7% | +26.6% | +27.4% |
| 30D | +27.8% | -4.8% | +32.6% | +34.1% |
| 3M | +3.7% | +6.5% | -2.8% | -4.9% |
| 6M | +78.0% | +13.1% | +64.8% | +53.6% |
| YTD | +209.9% | +1.8% | +208.1% | +200.2% |
| 1Y | +389.6% | -1.0% | +390.6% | +390.2% |
| 3Y | +1,730.6% | +66.0% | +1,664.6% | +934.2% |
| 5Y | +1,227.8% | +31.2% | +1,196.6% | +889.5% |
| All | +977.1% | +159.3% | +817.9% | +285.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling