+1,493.7%
BE vs DIA
+57.1%
+1,436.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +4.2% |
| 7D | -14.7% | -0.9% | -13.8% | -12.9% |
| 30D | -40.5% | +0.3% | -40.8% | -40.4% |
| 3M | -24.3% | -4.5% | -19.8% | -16.2% |
| 6M | -39.3% | +3.4% | -42.7% | -41.3% |
| YTD | +99.4% | +7.8% | +91.6% | +78.6% |
| 1Y | +26.6% | +10.7% | +15.8% | +9.3% |
| All | +1,493.7% | +57.1% | +1,436.7% | +370.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling