+85.4%
BE vs FIG
-55.0%
+140.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.8% | -7.7% | -4.5% |
| 7D | +10.8% | +3.4% | +7.4% | +11.3% |
| 30D | -19.8% | -9.5% | -10.3% | -21.0% |
| 3M | -18.7% | -26.2% | +7.5% | -23.0% |
| 6M | -33.7% | +2.7% | -36.4% | -31.4% |
| YTD | +121.0% | -48.0% | +168.9% | +201.0% |
| 1Y | +85.4% | -52.0% | +137.5% | +178.9% |
| All | +85.4% | -55.0% | +140.4% | +178.9% |
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