+387.2%
BE vs WM
+59.1%
+328.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.9% | -12.6% | -13.8% |
| 7D | -14.7% | +1.2% | -15.9% | -14.5% |
| 30D | -40.5% | +13.1% | -53.6% | -39.1% |
| 3M | -24.3% | +3.6% | -28.0% | -23.4% |
| 6M | -39.3% | +8.1% | -47.4% | -38.9% |
| YTD | +99.4% | +8.9% | +90.5% | +100.4% |
| 1Y | +26.6% | +20.3% | +6.3% | +25.1% |
| 3Y | +1,616.9% | +46.2% | +1,570.8% | +1,363.9% |
| All | +387.2% | +59.1% | +328.1% | +277.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling