+1,003.0%
BE vs RUN
-41.9%
+1,044.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.8% | +7.5% | +7.0% |
| 7D | +9.0% | -3.7% | +12.8% | +11.0% |
| 30D | +16.3% | -13.0% | +29.3% | +23.6% |
| 3M | +10.8% | -31.8% | +42.6% | +31.6% |
| 6M | +73.2% | -32.2% | +105.4% | +102.0% |
| YTD | +217.4% | -53.5% | +270.8% | +312.5% |
| 1Y | +309.8% | -46.5% | +356.3% | +397.3% |
| 3Y | +1,726.2% | -37.6% | +1,763.8% | +1,084.0% |
| 5Y | +1,306.2% | -80.9% | +1,387.0% | +1,516.3% |
| All | +1,003.0% | -41.9% | +1,044.9% | +488.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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