+55.3%
BE vs AGI
-1.1%
+56.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.8% | -17.1% | -10.9% |
| 7D | -12.1% | -5.3% | -6.9% | -10.3% |
| 30D | -30.1% | -7.1% | -22.9% | -27.8% |
| 3M | -12.1% | +4.4% | -16.6% | -14.4% |
| 6M | -30.6% | -23.0% | -7.6% | -23.5% |
| YTD | +130.6% | -22.0% | +152.6% | +128.5% |
| 1Y | +55.3% | +0.3% | +55.0% | +2.6% |
| All | +55.3% | -1.1% | +56.4% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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