+911.5%
BE vs GD
+116.7%
+794.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.1% | +8.7% |
| 7D | +20.0% | -5.3% | +25.2% | +24.8% |
| 30D | +7.9% | -6.4% | +14.3% | +13.0% |
| 3M | -13.2% | +5.7% | -18.9% | -18.7% |
| 6M | +53.5% | -0.9% | +54.4% | +51.1% |
| YTD | +191.0% | +8.2% | +182.9% | +166.2% |
| 1Y | +360.5% | +13.4% | +347.1% | +308.7% |
| 3Y | +1,568.0% | +68.5% | +1,499.5% | +935.9% |
| 5Y | +1,055.2% | +97.2% | +958.0% | +532.4% |
| All | +911.5% | +116.7% | +794.7% | +289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 all: compounded portfolio wealth divided by compounded GD 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…
all analysis · Full analysis span regression · 6 months rolling