+55.3%
BE vs DOW
+50.2%
+5.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.2% | -3.1% | -6.9% |
| 7D | -12.1% | -4.2% | -7.9% | -12.7% |
| 30D | -30.1% | +14.7% | -44.8% | -28.5% |
| 3M | -12.1% | +9.1% | -21.2% | -10.6% |
| 6M | -30.6% | -17.7% | -12.9% | -26.2% |
| YTD | +130.6% | +44.6% | +86.0% | +137.5% |
| 1Y | +55.3% | +51.9% | +3.4% | +63.1% |
| All | +55.3% | +50.2% | +5.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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