+737.9%
BE vs AAL
-61.4%
+799.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.1% | +13.0% | +13.0% |
| 7D | +4.5% | +3.4% | +1.1% | +3.6% |
| 30D | -20.1% | +11.7% | -31.9% | -23.6% |
| 3M | -0.8% | -7.8% | +7.0% | +2.8% |
| 6M | -26.2% | +10.2% | -36.5% | -29.5% |
| YTD | +141.1% | -8.0% | +149.1% | +143.8% |
| 1Y | +64.8% | +8.5% | +56.3% | +55.4% |
| 3Y | +1,887.4% | +19.5% | +1,867.9% | +1,540.4% |
| 5Y | +518.1% | -33.9% | +552.0% | +546.6% |
| All | +737.9% | -61.4% | +799.3% | +736.4% |
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