+911.5%
BE vs DIA
+146.8%
+764.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +8.3% |
| 7D | +20.0% | -0.2% | +20.2% | +20.4% |
| 30D | +7.9% | -1.5% | +9.4% | +10.9% |
| 3M | -13.2% | +3.8% | -17.0% | -17.6% |
| 6M | +53.5% | +10.3% | +43.2% | +32.5% |
| YTD | +191.0% | +12.1% | +178.9% | +144.5% |
| 1Y | +360.5% | +18.6% | +341.9% | +257.4% |
| 3Y | +1,568.0% | +60.6% | +1,507.4% | +696.8% |
| 5Y | +1,055.2% | +64.4% | +990.8% | +465.9% |
| All | +911.5% | +146.8% | +764.6% | +171.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling