+310.6%
BE vs AAL
+0.7%
+309.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.7% |
| 7D | +9.7% | -0.9% | +10.7% | +10.2% |
| 30D | +22.4% | -16.0% | +38.3% | +33.0% |
| 3M | +10.4% | -4.2% | +14.6% | +12.0% |
| 6M | +67.9% | +15.7% | +52.2% | +50.1% |
| YTD | +197.5% | -16.2% | +213.7% | +210.0% |
| 1Y | +310.6% | +0.2% | +310.3% | +244.8% |
| All | +310.6% | +0.7% | +309.9% | +244.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling