+668.0%
BE vs ALL
+247.8%
+420.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.1% |
| 7D | +10.8% | +5.0% | +5.8% | +8.5% |
| 30D | -19.8% | +13.3% | -33.1% | -24.4% |
| 3M | -18.7% | +3.2% | -21.9% | -20.7% |
| 6M | -33.7% | +25.3% | -59.1% | -43.6% |
| YTD | +121.0% | +30.5% | +90.5% | +79.6% |
| 1Y | +85.4% | +29.2% | +56.2% | +51.3% |
| 3Y | +1,709.5% | +119.1% | +1,590.4% | +880.1% |
| 5Y | +462.2% | +162.6% | +299.6% | +154.5% |
| All | +668.0% | +247.8% | +420.2% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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