+1,003.0%
BE vs TRU
+10.8%
+992.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.1% |
| 7D | +9.0% | -2.7% | +11.8% | +10.7% |
| 30D | +16.3% | -2.0% | +18.3% | +16.7% |
| 3M | +10.8% | +18.4% | -7.6% | -6.2% |
| 6M | +73.2% | +8.9% | +64.3% | +52.1% |
| YTD | +217.4% | -8.9% | +226.3% | +203.0% |
| 1Y | +309.8% | -15.9% | +325.7% | +308.9% |
| 3Y | +1,726.2% | -1.1% | +1,727.2% | +1,311.1% |
| 5Y | +1,306.2% | -35.2% | +1,341.4% | +1,507.5% |
| All | +1,003.0% | +10.8% | +992.2% | +580.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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