+64.8%
BE vs MSCI
+15.9%
+49.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.7% | +12.3% | +13.3% |
| 7D | +4.5% | -1.9% | +6.4% | +3.3% |
| 30D | -20.1% | +16.5% | -36.6% | -13.6% |
| 3M | -0.8% | +18.2% | -19.0% | +8.4% |
| 6M | -26.2% | +14.0% | -40.2% | -20.9% |
| YTD | +141.1% | +16.6% | +124.5% | +151.8% |
| 1Y | +64.8% | +14.8% | +50.0% | +60.0% |
| All | +64.8% | +15.9% | +49.0% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling