+1,886.1%
BE vs WM
+48.5%
+1,837.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.6% | -8.0% | -5.0% |
| 7D | -12.1% | +5.9% | -18.1% | -7.7% |
| 30D | -30.1% | +15.4% | -45.5% | -21.2% |
| 3M | -12.1% | +6.3% | -18.5% | -6.4% |
| 6M | -30.6% | +5.6% | -36.2% | -24.8% |
| YTD | +130.6% | +9.9% | +120.7% | +154.1% |
| 1Y | +55.3% | +20.8% | +34.5% | +77.5% |
| All | +1,886.1% | +48.5% | +1,837.6% | +2,435.7% |
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