+2,341.3%
BE vs GEV
+730.5%
+1,610.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -1.2% |
| 7D | +23.9% | +3.2% | +20.8% | +21.3% |
| 30D | +27.8% | -4.0% | +31.9% | +32.6% |
| 3M | +3.7% | +3.4% | +0.3% | +5.1% |
| 6M | +78.0% | +14.7% | +63.3% | +68.4% |
| YTD | +209.9% | +45.8% | +164.1% | +154.0% |
| 1Y | +389.6% | +57.4% | +332.2% | +284.7% |
| All | +2,341.3% | +730.5% | +1,610.9% | +776.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling