+1,264.4%
BE vs PG
+14.0%
+1,250.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +6.8% |
| 7D | +9.0% | -0.8% | +9.8% | +9.0% |
| 30D | +16.3% | +0.8% | +15.4% | +16.3% |
| 3M | +10.8% | -1.3% | +12.1% | +10.8% |
| 6M | +73.2% | -3.8% | +77.0% | +73.5% |
| YTD | +217.4% | +3.6% | +213.7% | +214.3% |
| 1Y | +309.8% | -5.7% | +315.5% | +313.0% |
| 3Y | +1,726.2% | +1.6% | +1,724.6% | +1,677.0% |
| All | +1,264.4% | +14.0% | +1,250.4% | +1,212.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling