+707.7%
BE vs B
+283.2%
+424.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -2.1% |
| 7D | +20.5% | -6.2% | +26.7% | +24.5% |
| 30D | -23.4% | -6.6% | -16.7% | -20.8% |
| 3M | -14.9% | -7.9% | -7.0% | -11.7% |
| 6M | -28.1% | -16.8% | -11.3% | -21.5% |
| YTD | +132.4% | -11.7% | +144.1% | +146.1% |
| 1Y | +59.4% | +3.5% | +55.9% | +57.8% |
| 3Y | +1,815.8% | +165.7% | +1,650.1% | +1,148.9% |
| 5Y | +491.3% | +108.4% | +382.9% | +312.9% |
| All | +707.7% | +283.2% | +424.6% | +482.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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