+55.3%
BE vs GEV
+46.2%
+9.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -9.3% | +2.9% | +3.8% |
| 7D | -12.1% | -5.1% | -7.0% | -7.0% |
| 30D | -30.1% | -15.8% | -14.3% | -15.6% |
| 3M | -12.1% | -18.2% | +6.0% | +9.8% |
| 6M | -30.6% | -22.4% | -8.2% | -5.9% |
| YTD | +130.6% | +27.7% | +102.9% | +99.0% |
| 1Y | +55.3% | +52.4% | +2.9% | +2.5% |
| All | +55.3% | +46.2% | +9.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 GEV 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