+55.3%
BE vs SGOV
+3.1%
+52.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.4% | -6.3% |
| 7D | -12.1% | -0.2% | -11.9% | -12.3% |
| 30D | -30.1% | 0.0% | -30.1% | -28.0% |
| 3M | -12.1% | +0.3% | -12.5% | +29.4% |
| 6M | -30.6% | +1.2% | -31.8% | +74.1% |
| YTD | +130.6% | +2.5% | +128.2% | +193.5% |
| 1Y | +55.3% | +3.1% | +52.2% | -44.0% |
| All | +55.3% | +3.1% | +52.2% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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