+360.5%
BE vs ESI
+44.5%
+316.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.9% | +4.4% | +3.8% |
| 7D | +20.0% | +3.3% | +16.6% | +15.2% |
| 30D | +7.9% | -5.9% | +13.8% | +16.6% |
| 3M | -13.2% | -14.1% | +0.9% | +7.0% |
| 6M | +53.5% | +6.6% | +46.9% | +54.4% |
| YTD | +191.0% | +45.0% | +146.0% | +106.4% |
| 1Y | +360.5% | +41.5% | +319.1% | +239.0% |
| All | +360.5% | +44.5% | +316.0% | +239.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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