+977.1%
BE vs VRSK
+65.9%
+911.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.3% | -3.4% |
| 7D | +23.9% | -5.4% | +29.3% | +26.1% |
| 30D | +27.8% | -1.8% | +29.6% | +27.8% |
| 3M | +3.7% | -2.2% | +6.0% | -0.3% |
| 6M | +78.0% | -14.9% | +92.9% | +81.8% |
| YTD | +209.9% | -20.0% | +229.9% | +223.2% |
| 1Y | +389.6% | -33.1% | +422.7% | +460.4% |
| 3Y | +1,730.6% | -25.6% | +1,756.2% | +1,686.0% |
| 5Y | +1,227.8% | -10.1% | +1,237.9% | +979.7% |
| All | +977.1% | +65.9% | +911.3% | +424.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling