+3,182.7%
BE vs SGOV
+20.3%
+3,162.5%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.8% |
| 7D | +9.0% | 0.0% | +9.0% | +9.5% |
| 30D | +16.3% | +0.3% | +16.0% | +19.2% |
| 3M | +10.8% | +0.9% | +9.9% | +18.6% |
| 6M | +73.2% | +1.8% | +71.4% | +93.0% |
| YTD | +217.4% | +2.5% | +214.8% | +256.3% |
| 1Y | +309.8% | +3.8% | +306.0% | +377.7% |
| 3Y | +1,726.2% | +14.4% | +1,711.8% | +7,301.7% |
| 5Y | +1,306.2% | +20.2% | +1,286.0% | +18,888.8% |
| All | +3,182.7% | +20.3% | +3,162.5% | +39,116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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