+977.1%
BE vs DIA
+142.2%
+834.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.1% | -1.5% |
| 7D | +23.9% | -1.2% | +25.2% | +26.5% |
| 30D | +27.8% | -2.7% | +30.5% | +34.0% |
| 3M | +3.7% | +3.3% | +0.5% | -1.0% |
| 6M | +78.0% | +10.4% | +67.5% | +52.5% |
| YTD | +209.9% | +10.0% | +199.9% | +168.7% |
| 1Y | +389.6% | +16.2% | +373.4% | +293.7% |
| 3Y | +1,730.6% | +58.7% | +1,671.8% | +791.9% |
| 5Y | +1,227.8% | +63.6% | +1,164.2% | +557.0% |
| All | +977.1% | +142.2% | +834.9% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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