+1,008.9%
BE vs ALB
+59.5%
+949.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +8.2% |
| 7D | +29.8% | -4.4% | +34.2% | +32.5% |
| 30D | +26.4% | -1.2% | +27.6% | +25.7% |
| 3M | +9.3% | -13.3% | +22.6% | +17.7% |
| 6M | +105.1% | -19.8% | +124.8% | +126.9% |
| YTD | +219.0% | -7.9% | +227.0% | +226.5% |
| 1Y | +418.8% | +60.2% | +358.6% | +281.0% |
| 3Y | +1,784.6% | -26.4% | +1,811.0% | +1,819.0% |
| 5Y | +1,251.0% | -42.5% | +1,293.5% | +1,465.3% |
| All | +1,008.9% | +59.5% | +949.4% | +521.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling