+911.5%
BE vs NI
+109.1%
+802.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +7.7% |
| 7D | +20.0% | +2.0% | +18.0% | +18.7% |
| 30D | +7.9% | -3.5% | +11.5% | +10.0% |
| 3M | -13.2% | -9.1% | -4.1% | -9.7% |
| 6M | +53.5% | -11.8% | +65.3% | +62.9% |
| YTD | +191.0% | +1.1% | +189.9% | +186.4% |
| 1Y | +360.5% | +6.7% | +353.8% | +339.6% |
| 3Y | +1,568.0% | +71.1% | +1,496.9% | +1,188.2% |
| 5Y | +1,055.2% | +94.3% | +960.9% | +755.3% |
| All | +911.5% | +109.1% | +802.4% | +953.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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