+360.5%
BE vs AGI
+17.6%
+342.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +8.2% |
| 7D | +20.0% | +0.6% | +19.4% | +19.5% |
| 30D | +7.9% | +18.2% | -10.3% | -0.8% |
| 3M | -13.2% | -4.1% | -9.1% | -12.7% |
| 6M | +53.5% | -28.7% | +82.2% | +78.0% |
| YTD | +191.0% | -4.0% | +195.0% | +174.8% |
| 1Y | +360.5% | +17.4% | +343.1% | +287.6% |
| All | +360.5% | +17.6% | +342.9% | +287.6% |
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