+55.3%
BE vs VRSK
-8.8%
+64.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.8% | -6.0% |
| 7D | -12.1% | +4.2% | -16.4% | -8.5% |
| 30D | -30.1% | +21.2% | -51.3% | -16.5% |
| 3M | -12.1% | +2.9% | -15.0% | -7.0% |
| 6M | -30.6% | +11.3% | -41.9% | -20.2% |
| YTD | +130.6% | -10.8% | +141.5% | +101.1% |
| 1Y | +55.3% | -9.2% | +64.5% | +40.6% |
| All | +55.3% | -8.8% | +64.1% | +40.6% |
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