+360.5%
BE vs FIG
-56.9%
+417.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.4% | +11.7% | +6.8% |
| 7D | +20.0% | -16.3% | +36.3% | +17.7% |
| 30D | +7.9% | -14.3% | +22.2% | +6.9% |
| 3M | -13.2% | +7.2% | -20.4% | -9.8% |
| 6M | +53.5% | -18.6% | +72.1% | +70.5% |
| YTD | +191.0% | -35.5% | +226.5% | +260.4% |
| 1Y | +360.5% | -55.8% | +416.3% | +557.6% |
| All | +360.5% | -56.9% | +417.4% | +557.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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