+1,003.0%
BE vs EFX
+43.1%
+959.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.6% | +6.1% | +6.4% |
| 7D | +9.0% | -4.5% | +13.6% | +11.5% |
| 30D | +16.3% | -6.1% | +22.4% | +18.8% |
| 3M | +10.8% | +6.2% | +4.6% | +0.6% |
| 6M | +73.2% | -11.2% | +84.4% | +71.6% |
| YTD | +217.4% | -21.4% | +238.8% | +229.6% |
| 1Y | +309.8% | -34.3% | +344.1% | +377.6% |
| 3Y | +1,726.2% | -12.5% | +1,738.7% | +1,438.8% |
| 5Y | +1,306.2% | -35.6% | +1,341.7% | +1,416.8% |
| All | +1,003.0% | +43.1% | +959.9% | +439.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 10y: compounded portfolio wealth divided by compounded EFX 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…
10y analysis · Full analysis span regression · 6 months rolling