+79.3%
BHE vs SPY
+21.3%
+58.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | -1.2% |
| 7D | -3.4% | +0.3% | -3.6% | -3.9% |
| 30D | -16.6% | +0.2% | -16.9% | -17.0% |
| 3M | -19.2% | +2.8% | -21.9% | -23.0% |
| 6M | +27.6% | +14.3% | +13.3% | +2.2% |
| YTD | +67.4% | +14.0% | +53.4% | +33.7% |
| All | +79.3% | +21.3% | +58.0% | +30.0% |
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