+360.5%
BE vs GFI
+45.3%
+315.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +8.2% |
| 7D | +20.0% | +3.1% | +16.8% | +17.9% |
| 30D | +7.9% | +27.1% | -19.2% | -6.0% |
| 3M | -13.2% | +21.2% | -34.4% | -23.3% |
| 6M | +53.5% | -4.5% | +58.0% | +52.8% |
| YTD | +191.0% | +11.7% | +179.3% | +154.5% |
| 1Y | +360.5% | +46.0% | +314.5% | +227.9% |
| All | +360.5% | +45.3% | +315.3% | +227.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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