+389.6%
BE vs GEN
+0.6%
+389.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | +23.9% | -2.9% | +26.8% | +22.3% |
| 30D | +27.8% | +2.1% | +25.8% | +29.6% |
| 3M | +3.7% | +19.7% | -16.0% | +14.9% |
| 6M | +78.0% | +33.3% | +44.7% | +99.8% |
| YTD | +209.9% | +11.1% | +198.8% | +201.9% |
| 1Y | +389.6% | +3.0% | +386.6% | +361.9% |
| All | +389.6% | +0.6% | +389.0% | +361.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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