+197.5%
BHE vs SPY
+79.8%
+117.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | +3.9% | -2.0% | +5.9% | +6.2% |
| 30D | -9.0% | -1.7% | -7.4% | -7.3% |
| 3M | -10.6% | +4.7% | -15.3% | -14.6% |
| 6M | +36.9% | +12.5% | +24.4% | +21.8% |
| YTD | +73.9% | +11.7% | +62.2% | +55.9% |
| 1Y | +87.8% | +17.5% | +70.3% | +60.4% |
| 3Y | +230.1% | +76.6% | +153.6% | +100.8% |
| 5Y | +197.5% | +82.0% | +115.4% | +74.6% |
| All | +197.5% | +79.8% | +117.7% | +74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling