+309.8%
BE vs GFI
+26.4%
+283.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.3% | +7.9% | +7.3% |
| 7D | +9.0% | -4.9% | +13.9% | +11.8% |
| 30D | +16.3% | +10.7% | +5.5% | +9.6% |
| 3M | +10.8% | +25.6% | -14.8% | -4.5% |
| 6M | +73.2% | -8.3% | +81.5% | +75.9% |
| YTD | +217.4% | +6.3% | +211.0% | +185.6% |
| 1Y | +309.8% | +22.1% | +287.7% | +232.2% |
| All | +309.8% | +26.4% | +283.4% | +232.2% |
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