+1,227.8%
BE vs AAL
-32.3%
+1,260.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | +23.9% | -1.3% | +25.2% | +24.6% |
| 30D | +27.8% | -13.7% | +41.6% | +36.7% |
| 3M | +3.7% | -8.2% | +11.9% | +7.0% |
| 6M | +78.0% | +13.1% | +64.8% | +64.5% |
| YTD | +209.9% | -15.6% | +225.5% | +224.3% |
| 1Y | +389.6% | +1.4% | +388.2% | +370.9% |
| 3Y | +1,730.6% | -7.4% | +1,738.0% | +1,518.3% |
| 5Y | +1,227.8% | -35.9% | +1,263.8% | +1,288.6% |
| All | +1,227.8% | -32.3% | +1,260.1% | +1,288.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling