+1,508.9%
BE vs U
-43.0%
+1,551.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +8.7% |
| 7D | +29.8% | +4.5% | +25.3% | +27.8% |
| 30D | +26.4% | -0.6% | +27.0% | +26.4% |
| 3M | +9.3% | +48.4% | -39.1% | -6.8% |
| 6M | +105.1% | +115.4% | -10.3% | +49.0% |
| YTD | +219.0% | -3.2% | +222.3% | +198.4% |
| 1Y | +418.8% | -6.0% | +424.8% | +386.2% |
| 3Y | +1,784.6% | +13.5% | +1,771.1% | +1,366.4% |
| 5Y | +1,251.0% | -68.0% | +1,319.0% | +1,488.7% |
| All | +1,508.9% | -43.0% | +1,551.9% | +1,422.8% |
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