+360.5%
BE vs AGG
+1.5%
+359.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.3% | +7.2% |
| 7D | +20.0% | -0.2% | +20.1% | +20.4% |
| 30D | +7.9% | -0.4% | +8.3% | +9.0% |
| 3M | -13.2% | -0.7% | -12.5% | -12.0% |
| 6M | +53.5% | -1.5% | +55.0% | +49.4% |
| YTD | +191.0% | -0.3% | +191.3% | +195.4% |
| 1Y | +360.5% | +1.3% | +359.2% | +349.4% |
| All | +360.5% | +1.5% | +359.0% | +349.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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