+1,227.8%
BE vs DOW
-35.8%
+1,263.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | +23.9% | -6.0% | +29.9% | +26.5% |
| 30D | +27.8% | -2.7% | +30.6% | +28.3% |
| 3M | +3.7% | -10.5% | +14.2% | +6.5% |
| 6M | +78.0% | -12.4% | +90.4% | +81.3% |
| YTD | +209.9% | +30.0% | +179.9% | +158.8% |
| 1Y | +389.6% | +27.8% | +361.8% | +305.3% |
| 3Y | +1,730.6% | -34.9% | +1,765.5% | +2,229.7% |
| 5Y | +1,227.8% | -35.9% | +1,263.7% | +1,653.9% |
| All | +1,227.8% | -35.8% | +1,263.7% | +1,653.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling