+360.5%
BE vs SGOV
+3.8%
+356.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.3% | +10.1% |
| 7D | +20.0% | +0.1% | +19.9% | +27.2% |
| 30D | +7.9% | +0.3% | +7.6% | +37.3% |
| 3M | -13.2% | +1.0% | -14.2% | +68.0% |
| 6M | +53.5% | +1.9% | +51.6% | +327.0% |
| YTD | +191.0% | +2.5% | +188.5% | +619.7% |
| 1Y | +360.5% | +3.8% | +356.7% | +2,598.5% |
| All | +360.5% | +3.8% | +356.7% | +2,598.5% |
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