+911.5%
BE vs GEN
+205.0%
+706.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.2% | +9.5% | +8.1% |
| 7D | +20.0% | -1.2% | +21.2% | +20.4% |
| 30D | +7.9% | +10.1% | -2.2% | +4.2% |
| 3M | -13.2% | +16.1% | -29.3% | -18.7% |
| 6M | +53.5% | +38.9% | +14.6% | +32.4% |
| YTD | +191.0% | +14.4% | +176.6% | +169.5% |
| 1Y | +360.5% | +5.9% | +354.7% | +337.7% |
| 3Y | +1,568.0% | +58.8% | +1,509.2% | +1,216.3% |
| 5Y | +1,055.2% | +24.7% | +1,030.5% | +868.2% |
| All | +911.5% | +205.0% | +706.5% | +632.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling