+1,784.6%
BE vs DOW
-35.3%
+1,819.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.4% | +9.2% | +9.6% |
| 7D | +29.8% | -2.9% | +32.7% | +30.3% |
| 30D | +26.4% | +2.0% | +24.4% | +25.3% |
| 3M | +9.3% | -12.5% | +21.9% | +12.1% |
| 6M | +105.1% | -9.2% | +114.3% | +106.2% |
| YTD | +219.0% | +30.8% | +188.3% | +187.6% |
| 1Y | +418.8% | +29.4% | +389.4% | +363.7% |
| 3Y | +1,784.6% | -34.6% | +1,819.1% | +2,215.6% |
| All | +1,784.6% | -35.3% | +1,819.8% | +2,215.6% |
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 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