+363.3%
BE vs FIG
-77.9%
+441.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.0% | +1.4% | +3.5% |
| 7D | -14.7% | -13.1% | -1.6% | -15.2% |
| 30D | -40.5% | -13.0% | -27.5% | -40.8% |
| 3M | -24.3% | -21.5% | -2.8% | -24.9% |
| 6M | -39.3% | -2.5% | -36.8% | -40.2% |
| YTD | +99.4% | -49.7% | +149.0% | +123.2% |
| 1Y | +26.6% | -59.1% | +85.7% | +48.4% |
| All | +363.3% | -77.9% | +441.2% | +530.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling