+1,014.3%
BE vs U
-29.6%
+1,043.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.2% | -10.2% | -6.8% |
| 7D | +10.8% | +2.6% | +8.3% | +9.6% |
| 30D | -19.8% | +27.6% | -47.3% | -27.9% |
| 3M | -18.7% | +15.3% | -34.1% | -24.5% |
| 6M | -33.7% | +96.4% | -130.1% | -50.3% |
| YTD | +121.0% | +19.6% | +101.4% | +87.7% |
| 1Y | +85.4% | +42.1% | +43.3% | +47.4% |
| 3Y | +1,709.5% | +87.5% | +1,622.0% | +1,027.4% |
| 5Y | +462.2% | -73.1% | +535.3% | +635.6% |
| All | +1,014.3% | -29.6% | +1,043.9% | +857.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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