+1,003.0%
BE vs AGI
+604.4%
+398.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +6.5% |
| 7D | +9.0% | -2.7% | +11.8% | +10.0% |
| 30D | +16.3% | +7.2% | +9.0% | +13.4% |
| 3M | +10.8% | +4.3% | +6.5% | +8.1% |
| 6M | +73.2% | -27.1% | +100.3% | +88.2% |
| YTD | +217.4% | -6.6% | +224.0% | +216.6% |
| 1Y | +309.8% | +9.5% | +300.3% | +290.7% |
| 3Y | +1,726.2% | +208.4% | +1,517.7% | +1,166.0% |
| 5Y | +1,306.2% | +401.6% | +904.5% | +752.0% |
| All | +1,003.0% | +604.4% | +398.6% | +787.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling