+55.3%
BE vs PG
+15.9%
+39.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.2% | -9.6% | -2.3% |
| 7D | -12.1% | +5.7% | -17.9% | -5.4% |
| 30D | -30.1% | +15.4% | -45.5% | -15.5% |
| 3M | -12.1% | +13.8% | -25.9% | +4.5% |
| 6M | -30.6% | +18.3% | -48.9% | -11.8% |
| YTD | +130.6% | +20.1% | +110.5% | +205.1% |
| 1Y | +55.3% | +17.0% | +38.3% | +91.9% |
| All | +55.3% | +15.9% | +39.4% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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