+593.0%
BE vs MSCI
+305.3%
+287.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.9% | -8.6% | -9.9% |
| 7D | -14.7% | +2.8% | -17.6% | -16.6% |
| 30D | -40.5% | +15.4% | -55.9% | -47.0% |
| 3M | -24.3% | +13.4% | -37.7% | -32.2% |
| 6M | -39.3% | +10.9% | -50.2% | -47.4% |
| YTD | +99.4% | +13.0% | +86.4% | +66.0% |
| 1Y | +26.6% | +12.0% | +14.6% | +5.8% |
| 3Y | +1,616.9% | +34.1% | +1,582.8% | +1,029.2% |
| 5Y | +441.4% | +3.9% | +437.5% | +349.9% |
| All | +593.0% | +305.3% | +287.7% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling