+360.5%
BE vs EME
+19.7%
+340.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.7% | +5.6% | +5.0% |
| 7D | +20.0% | +1.9% | +18.1% | +17.2% |
| 30D | +7.9% | -8.3% | +16.2% | +21.3% |
| 3M | -13.2% | -10.7% | -2.5% | +6.1% |
| 6M | +53.5% | +1.9% | +51.6% | +57.1% |
| YTD | +191.0% | +23.5% | +167.6% | +130.6% |
| 1Y | +360.5% | +18.0% | +342.6% | +254.7% |
| All | +360.5% | +19.7% | +340.8% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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