+593.0%
BE vs WM
+228.4%
+364.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.1% | +5.5% | +3.9% |
| 7D | -14.7% | +1.2% | -15.9% | -15.1% |
| 30D | -40.5% | +13.1% | -53.6% | -42.7% |
| 3M | -24.3% | +3.6% | -28.0% | -25.4% |
| 6M | -39.3% | +8.1% | -47.4% | -42.3% |
| YTD | +99.4% | +8.9% | +90.5% | +88.1% |
| 1Y | +26.6% | +20.3% | +6.3% | +13.8% |
| 3Y | +1,616.9% | +46.2% | +1,570.8% | +1,195.4% |
| 5Y | +441.4% | +59.9% | +381.5% | +280.6% |
| All | +593.0% | +228.4% | +364.6% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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