+309.8%
BE vs VRSK
-32.3%
+342.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.8% |
| 7D | +9.0% | -5.2% | +14.2% | +4.5% |
| 30D | +16.3% | -2.3% | +18.6% | +14.9% |
| 3M | +10.8% | -2.9% | +13.7% | +10.7% |
| 6M | +73.2% | -12.8% | +86.0% | +61.9% |
| YTD | +217.4% | -20.8% | +238.2% | +155.1% |
| 1Y | +309.8% | -33.2% | +343.0% | +278.2% |
| All | +309.8% | -32.3% | +342.1% | +278.2% |
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