+641.7%
BE vs DIA
+141.7%
+499.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -3.8% |
| 7D | -13.4% | +0.9% | -14.3% | -14.3% |
| 30D | -33.9% | +1.1% | -35.0% | -34.6% |
| 3M | -12.0% | -2.9% | -9.1% | -6.3% |
| 6M | -29.0% | +5.9% | -34.9% | -33.9% |
| YTD | +113.4% | +9.8% | +103.6% | +87.9% |
| 1Y | +33.2% | +11.7% | +21.5% | +14.9% |
| 3Y | +1,659.2% | +59.5% | +1,599.7% | +755.3% |
| 5Y | +461.4% | +57.5% | +403.8% | +196.8% |
| All | +641.7% | +141.7% | +499.9% | +108.4% |
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