+911.5%
BE vs DRI
+152.0%
+759.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.7% |
| 7D | +20.0% | +0.6% | +19.4% | +19.4% |
| 30D | +7.9% | +3.8% | +4.1% | +5.0% |
| 3M | -13.2% | +13.0% | -26.2% | -21.8% |
| 6M | +53.5% | +8.3% | +45.1% | +42.4% |
| YTD | +191.0% | +20.6% | +170.4% | +147.7% |
| 1Y | +360.5% | +6.5% | +354.1% | +322.3% |
| 3Y | +1,568.0% | +53.7% | +1,514.3% | +1,001.6% |
| 5Y | +1,055.2% | +72.7% | +982.5% | +601.1% |
| All | +911.5% | +152.0% | +759.5% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 all: compounded portfolio wealth divided by compounded DRI 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…
all analysis · Full analysis span regression · 6 months rolling