+360.5%
BE vs VRSK
-30.3%
+390.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.9% | +5.1% |
| 7D | +20.0% | -3.1% | +23.1% | +16.8% |
| 30D | +7.9% | -1.6% | +9.5% | +6.8% |
| 3M | -13.2% | +3.5% | -16.7% | -8.8% |
| 6M | +53.5% | -13.4% | +66.8% | +43.3% |
| YTD | +191.0% | -16.5% | +207.5% | +142.5% |
| 1Y | +360.5% | -30.6% | +391.1% | +282.8% |
| All | +360.5% | -30.3% | +390.8% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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