+1,739.5%
BE vs DOW
-24.2%
+1,763.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.4% | +13.3% | +12.1% |
| 7D | -1.2% | -9.4% | +8.2% | 0.0% |
| 30D | -30.9% | +8.9% | -39.8% | -31.8% |
| 3M | -11.6% | +6.7% | -18.4% | -13.0% |
| 6M | -25.7% | -14.2% | -11.5% | -23.4% |
| YTD | +123.1% | +36.9% | +86.2% | +102.1% |
| 1Y | +43.4% | +45.8% | -2.4% | +27.2% |
| All | +1,739.5% | -24.2% | +1,763.7% | +1,536.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling