+59.4%
BE vs AAL
+1.6%
+57.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +2.0% | -0.9% |
| 7D | +20.5% | +2.9% | +17.6% | +19.2% |
| 30D | -23.4% | +6.5% | -29.8% | -25.0% |
| 3M | -14.9% | -10.9% | -4.0% | -10.5% |
| 6M | -28.1% | +4.9% | -32.9% | -28.6% |
| YTD | +132.4% | -13.2% | +145.6% | +123.4% |
| 1Y | +59.4% | -1.1% | +60.5% | +42.8% |
| All | +59.4% | +1.6% | +57.7% | +42.8% |
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