+53.4%
BHE vs SPY
+14.6%
+38.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.7% | -9.6% | -11.1% |
| 7D | -11.0% | -0.7% | -10.3% | -9.8% |
| 30D | -24.2% | -1.0% | -23.2% | -22.4% |
| 3M | -23.4% | -0.3% | -23.1% | -22.7% |
| 6M | -21.0% | +7.3% | -28.4% | -30.1% |
| YTD | +53.7% | +13.3% | +40.4% | +23.1% |
| 1Y | +53.4% | +14.8% | +38.6% | +20.5% |
| All | +53.4% | +14.6% | +38.8% | +20.5% |
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