+64.8%
BE vs FIG
-56.7%
+121.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.8% | +11.1% | +13.2% |
| 7D | +4.5% | -14.3% | +18.8% | +1.8% |
| 30D | -20.1% | -13.6% | -6.5% | -21.8% |
| 3M | -0.8% | -23.7% | +22.9% | -4.4% |
| 6M | -26.2% | -5.4% | -20.8% | -24.9% |
| YTD | +141.1% | -49.2% | +190.3% | +251.0% |
| 1Y | +64.8% | -57.4% | +122.2% | +206.7% |
| All | +64.8% | -56.7% | +121.6% | +206.7% |
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