+1,726.2%
BE vs PG
+2.5%
+1,723.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +7.3% |
| 7D | +9.0% | -0.8% | +9.8% | +8.7% |
| 30D | +16.3% | +0.8% | +15.4% | +16.6% |
| 3M | +10.8% | -1.3% | +12.1% | +11.0% |
| 6M | +73.2% | -3.8% | +77.0% | +73.1% |
| YTD | +217.4% | +3.6% | +213.7% | +218.6% |
| 1Y | +309.8% | -5.7% | +315.5% | +316.7% |
| 3Y | +1,726.2% | +1.6% | +1,724.6% | +1,601.8% |
| All | +1,726.2% | +2.5% | +1,723.6% | +1,601.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling