+1,416.5%
BE vs DOW
-5.5%
+1,422.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.8% |
| 7D | +10.8% | +5.2% | +5.6% | +8.4% |
| 30D | -19.8% | +13.2% | -33.0% | -24.4% |
| 3M | -18.7% | +10.1% | -28.8% | -23.3% |
| 6M | -33.7% | -13.1% | -20.7% | -31.3% |
| YTD | +121.0% | +46.1% | +74.8% | +71.4% |
| 1Y | +85.4% | +50.0% | +35.4% | +40.8% |
| 3Y | +1,709.5% | -20.2% | +1,729.8% | +1,760.2% |
| 5Y | +462.2% | -27.7% | +489.9% | +518.9% |
| All | +1,416.5% | -5.5% | +1,422.0% | +1,272.6% |
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