+360.5%
BE vs GM
+52.7%
+307.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.7% | +7.2% |
| 7D | +20.0% | +1.7% | +18.2% | +19.4% |
| 30D | +7.9% | -1.6% | +9.5% | +8.2% |
| 3M | -13.2% | +5.7% | -18.9% | -16.0% |
| 6M | +53.5% | +12.2% | +41.3% | +44.0% |
| YTD | +191.0% | +8.4% | +182.6% | +174.3% |
| 1Y | +360.5% | +52.3% | +308.2% | +366.3% |
| All | +360.5% | +52.7% | +307.8% | +366.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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