+1,574.6%
BE vs WM
+46.1%
+1,528.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +6.5% |
| 7D | +20.0% | -0.3% | +20.3% | +19.7% |
| 30D | +7.9% | -2.4% | +10.3% | +6.3% |
| 3M | -13.2% | +0.4% | -13.6% | -12.8% |
| 6M | +53.5% | -9.5% | +62.9% | +50.5% |
| YTD | +191.0% | +0.5% | +190.5% | +194.5% |
| 1Y | +360.5% | -1.1% | +361.6% | +374.5% |
| All | +1,574.6% | +46.1% | +1,528.5% | +1,663.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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