+55.3%
BE vs MSI
+28.6%
+26.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.2% | -7.6% | -5.8% |
| 7D | -12.1% | +2.8% | -14.9% | -11.0% |
| 30D | -30.1% | +9.1% | -39.2% | -27.2% |
| 3M | -12.1% | +12.5% | -24.7% | -7.0% |
| 6M | -30.6% | +14.2% | -44.8% | -25.0% |
| YTD | +130.6% | +30.7% | +99.9% | +139.4% |
| 1Y | +55.3% | +27.5% | +27.8% | +110.4% |
| All | +55.3% | +28.6% | +26.7% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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