+67.9%
BE vs DGX
+14.7%
+53.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -5.7% |
| 7D | +9.7% | -3.5% | +13.2% | +6.2% |
| 30D | +22.4% | -2.7% | +25.1% | +19.4% |
| 3M | +10.4% | +13.9% | -3.5% | +29.7% |
| 6M | +67.9% | +16.0% | +51.8% | +93.5% |
| All | +67.9% | +14.7% | +53.1% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 6mo: compounded portfolio wealth divided by compounded DGX 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…
6mo analysis · Full analysis span regression · 6 months rolling