+635.6%
BE vs PL
+41.8%
+593.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -2.5% |
| 7D | +20.5% | +22.3% | -1.7% | +12.3% |
| 30D | -23.4% | -8.3% | -15.0% | -20.4% |
| 3M | -14.9% | -43.3% | +28.4% | +3.4% |
| 6M | -28.1% | -65.8% | +37.8% | +2.3% |
| YTD | +132.4% | -29.5% | +161.9% | +146.1% |
| 1Y | +59.4% | +11.7% | +47.6% | +43.7% |
| 3Y | +1,815.8% | +540.6% | +1,275.3% | +642.2% |
| 5Y | +491.3% | +32.9% | +458.4% | +248.9% |
| All | +635.6% | +41.8% | +593.8% | +342.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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