+1,886.1%
BE vs FGI
+2.3%
+1,883.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.0% | -1.4% | -6.1% |
| 7D | -12.1% | +3.3% | -15.5% | -12.3% |
| 30D | -30.1% | -2.0% | -28.0% | -30.1% |
| 3M | -12.1% | +60.3% | -72.4% | -16.6% |
| 6M | -30.6% | +0.7% | -31.3% | -32.7% |
| YTD | +130.6% | +30.2% | +100.5% | +113.5% |
| 1Y | +55.3% | +44.4% | +10.9% | +42.8% |
| All | +1,886.1% | +2.3% | +1,883.8% | +1,743.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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