+737.9%
BE vs ED
+107.0%
+630.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.1% | +13.0% | +13.0% |
| 7D | +4.5% | -0.9% | +5.4% | +4.5% |
| 30D | -20.1% | +11.2% | -31.3% | -19.7% |
| 3M | -0.8% | +11.8% | -12.6% | -0.3% |
| 6M | -26.2% | +14.1% | -40.3% | -25.9% |
| YTD | +141.1% | +23.0% | +118.1% | +141.0% |
| 1Y | +64.8% | +23.7% | +41.2% | +64.7% |
| 3Y | +1,887.4% | +47.7% | +1,839.6% | +1,812.0% |
| 5Y | +518.1% | +82.6% | +435.5% | +495.5% |
| All | +737.9% | +107.0% | +630.9% | +851.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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