+1,784.6%
BE vs EFX
-12.5%
+1,797.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.1% | +12.7% | +9.5% |
| 7D | +29.8% | -7.8% | +37.6% | +29.4% |
| 30D | +26.4% | -5.7% | +32.1% | +26.2% |
| 3M | +9.3% | +2.5% | +6.8% | +8.1% |
| 6M | +105.1% | -16.7% | +121.7% | +110.5% |
| YTD | +219.0% | -20.2% | +239.2% | +231.0% |
| 1Y | +418.8% | -31.4% | +450.1% | +466.6% |
| 3Y | +1,784.6% | -10.5% | +1,795.1% | +1,326.5% |
| All | +1,784.6% | -12.5% | +1,797.0% | +1,326.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling