+1,683.3%
BE vs EWZ
+45.8%
+1,637.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -1.5% |
| 7D | +23.9% | -0.1% | +24.0% | +24.1% |
| 30D | +27.8% | +8.2% | +19.7% | +18.0% |
| 3M | +3.7% | +13.3% | -9.6% | -8.1% |
| 6M | +78.0% | +3.6% | +74.4% | +72.2% |
| YTD | +209.9% | +21.0% | +188.9% | +164.0% |
| 1Y | +389.6% | +34.7% | +354.9% | +282.4% |
| All | +1,683.3% | +45.8% | +1,637.5% | +1,173.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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