+33.2%
BE vs DIA
+12.2%
+21.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -3.5% |
| 7D | -13.4% | +0.9% | -14.3% | -14.7% |
| 30D | -33.9% | +1.1% | -35.0% | -34.9% |
| 3M | -12.0% | -2.9% | -9.1% | -3.1% |
| 6M | -29.0% | +5.9% | -34.9% | -36.7% |
| YTD | +113.4% | +9.8% | +103.6% | +65.2% |
| 1Y | +33.2% | +11.7% | +21.5% | -1.0% |
| All | +33.2% | +12.2% | +21.0% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling