+2,078.1%
BE vs DOW
-17.0%
+2,095.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.1% | +8.7% | +7.6% |
| 7D | +9.0% | -1.4% | +10.4% | +9.7% |
| 30D | +16.3% | -3.9% | +20.2% | +17.5% |
| 3M | +10.8% | -12.7% | +23.5% | +15.4% |
| 6M | +73.2% | -13.7% | +86.9% | +77.8% |
| YTD | +217.4% | +28.4% | +189.0% | +162.7% |
| 1Y | +309.8% | +21.8% | +288.0% | +242.9% |
| 3Y | +1,726.2% | -35.7% | +1,761.9% | +2,022.1% |
| 5Y | +1,306.2% | -36.8% | +1,343.0% | +1,557.6% |
| All | +2,078.1% | -17.0% | +2,095.1% | +2,004.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling