+1,003.0%
BE vs AAL
-64.4%
+1,067.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.2% | +5.4% | +6.2% |
| 7D | +9.0% | -0.9% | +10.0% | +9.4% |
| 30D | +16.3% | -12.9% | +29.1% | +23.2% |
| 3M | +10.8% | -11.2% | +22.0% | +15.5% |
| 6M | +73.2% | +17.8% | +55.4% | +59.2% |
| YTD | +217.4% | -15.1% | +232.5% | +230.8% |
| 1Y | +309.8% | +0.5% | +309.3% | +299.3% |
| 3Y | +1,726.2% | -7.7% | +1,733.8% | +1,582.5% |
| 5Y | +1,306.2% | -31.3% | +1,337.5% | +1,345.2% |
| All | +1,003.0% | -64.4% | +1,067.4% | +1,034.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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