+1,580.2%
BE vs SPG
+111.2%
+1,469.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +8.0% |
| 7D | +20.0% | -2.4% | +22.4% | +21.9% |
| 30D | +7.9% | -6.8% | +14.7% | +13.2% |
| 3M | -13.2% | +2.7% | -15.9% | -17.8% |
| 6M | +53.5% | +5.5% | +48.0% | +42.8% |
| YTD | +191.0% | +15.7% | +175.3% | +147.9% |
| 1Y | +360.5% | +20.9% | +339.6% | +271.1% |
| All | +1,580.2% | +111.2% | +1,469.0% | +537.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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