+212.9%
BEG vs SPY
+14.3%
+198.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.4% | +15.6% | +18.4% |
| 7D | +41.6% | +0.1% | +41.5% | +40.3% |
| 30D | +9.4% | +0.1% | +9.3% | +9.6% |
| 3M | -50.0% | +2.0% | -52.0% | -50.9% |
| 6M | +12.3% | +13.0% | -0.7% | -39.8% |
| YTD | +231.3% | +13.5% | +217.8% | +71.0% |
| All | +212.9% | +14.3% | +198.6% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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