+1,683.3%
BE vs AGI
+214.4%
+1,468.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.4% |
| 7D | +23.9% | +2.2% | +21.7% | +22.7% |
| 30D | +27.8% | +11.3% | +16.6% | +21.9% |
| 3M | +3.7% | +5.6% | -1.9% | -0.2% |
| 6M | +78.0% | -27.7% | +105.6% | +99.2% |
| YTD | +209.9% | -4.1% | +214.0% | +202.5% |
| 1Y | +389.6% | +13.8% | +375.8% | +345.0% |
| All | +1,683.3% | +214.4% | +1,468.9% | +840.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling