+977.1%
BE vs GFI
+1,488.2%
-511.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.8% |
| 7D | +23.9% | +4.7% | +19.2% | +22.4% |
| 30D | +27.8% | +14.4% | +13.4% | +22.8% |
| 3M | +3.7% | +32.5% | -28.8% | -5.0% |
| 6M | +78.0% | -7.2% | +85.1% | +78.5% |
| YTD | +209.9% | +10.9% | +199.1% | +196.5% |
| 1Y | +389.6% | +35.5% | +354.1% | +347.9% |
| 3Y | +1,730.6% | +312.1% | +1,418.5% | +1,116.8% |
| 5Y | +1,227.8% | +524.6% | +703.2% | +658.0% |
| All | +977.1% | +1,488.2% | -511.1% | +481.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling