+675.5%
BE vs MSCI
+308.7%
+366.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +11.3% |
| 7D | -1.2% | +1.5% | -2.7% | -2.4% |
| 30D | -30.9% | +14.4% | -45.3% | -38.0% |
| 3M | -11.6% | +15.2% | -26.8% | -21.8% |
| 6M | -25.7% | +11.2% | -36.9% | -35.7% |
| YTD | +123.1% | +13.9% | +109.2% | +84.5% |
| 1Y | +43.4% | +12.5% | +30.9% | +19.5% |
| 3Y | +1,683.6% | +32.3% | +1,651.3% | +1,089.9% |
| 5Y | +465.4% | +4.9% | +460.6% | +366.1% |
| All | +675.5% | +308.7% | +366.8% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling