+1,003.0%
BE vs MKTX
-11.2%
+1,014.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.7% | +6.7% |
| 7D | +9.0% | -0.2% | +9.3% | +9.2% |
| 30D | +16.3% | +0.7% | +15.5% | +15.9% |
| 3M | +10.8% | +40.8% | -30.0% | -4.6% |
| 6M | +73.2% | -8.0% | +81.2% | +76.4% |
| YTD | +217.4% | -8.7% | +226.1% | +220.3% |
| 1Y | +309.8% | -11.8% | +321.6% | +315.8% |
| 3Y | +1,726.2% | -24.0% | +1,750.2% | +1,757.1% |
| 5Y | +1,306.2% | -60.3% | +1,366.5% | +1,859.8% |
| All | +1,003.0% | -11.2% | +1,014.2% | +914.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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