+1,709.5%
BE vs GEN
+67.9%
+1,641.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.4% | -7.3% | -5.0% |
| 7D | +10.8% | +2.0% | +8.8% | +10.8% |
| 30D | -19.8% | +27.7% | -47.5% | -20.6% |
| 3M | -18.7% | +3.3% | -22.0% | -18.3% |
| 6M | -33.7% | +31.8% | -65.5% | -36.5% |
| YTD | +121.0% | +13.5% | +107.5% | +123.4% |
| 1Y | +85.4% | +16.0% | +69.4% | +85.0% |
| 3Y | +1,709.5% | +70.6% | +1,638.9% | +862.1% |
| All | +1,709.5% | +67.9% | +1,641.6% | +862.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling