+28.2%
BEAM price history and return analytics
+114.9%
-86.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -5.8% |
| 7D | -7.1% | +2.9% | -10.0% | -11.5% |
| 30D | -1.6% | -2.5% | +0.9% | +3.4% |
| 3M | -10.0% | -3.3% | -6.7% | -3.5% |
| 6M | -23.9% | +1.5% | -25.4% | -24.5% |
| YTD | -13.3% | +11.4% | -24.7% | -25.9% |
| 1Y | +9.9% | +11.9% | -2.0% | -6.6% |
| 3Y | +8.4% | +73.9% | -65.4% | -51.9% |
| 5Y | -73.9% | +57.9% | -131.8% | -85.9% |
| All | +28.2% | +114.9% | -86.8% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling