+911.5%
BE vs MDY
+111.6%
+799.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.1% |
| 7D | +20.0% | +0.1% | +19.8% | +19.7% |
| 30D | +7.9% | -1.5% | +9.4% | +11.0% |
| 3M | -13.2% | +0.8% | -14.0% | -12.5% |
| 6M | +53.5% | +7.4% | +46.0% | +41.1% |
| YTD | +191.0% | +15.2% | +175.8% | +138.3% |
| 1Y | +360.5% | +16.5% | +344.0% | +277.7% |
| 3Y | +1,568.0% | +46.8% | +1,521.2% | +866.1% |
| 5Y | +1,055.2% | +46.0% | +1,009.1% | +640.8% |
| All | +911.5% | +111.6% | +799.8% | +234.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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