+85.4%
BE vs AAL
-1.1%
+86.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.9% | -4.4% |
| 7D | +10.8% | -0.1% | +10.9% | +11.1% |
| 30D | -19.8% | +11.7% | -31.5% | -23.0% |
| 3M | -18.7% | -12.5% | -6.2% | -14.1% |
| 6M | -33.7% | +3.6% | -37.4% | -33.5% |
| YTD | +121.0% | -14.1% | +135.0% | +109.5% |
| 1Y | +85.4% | +0.8% | +84.6% | +79.4% |
| All | +85.4% | -1.1% | +86.5% | +79.4% |
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 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