+675.5%
BE vs MSI
+386.2%
+289.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.6% | +9.3% | +10.1% |
| 7D | -1.2% | +8.3% | -9.6% | -7.2% |
| 30D | -30.9% | +18.9% | -49.7% | -39.5% |
| 3M | -11.6% | +13.2% | -24.8% | -20.5% |
| 6M | -25.7% | +38.3% | -64.0% | -44.1% |
| YTD | +123.1% | +38.9% | +84.3% | +61.9% |
| 1Y | +43.4% | +36.7% | +6.7% | +5.4% |
| 3Y | +1,683.6% | +76.6% | +1,607.1% | +926.6% |
| 5Y | +465.4% | +124.5% | +340.9% | +162.5% |
| All | +675.5% | +386.2% | +289.3% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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