+1,273.2%
BE vs AGI
+406.3%
+866.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.5% |
| 7D | +23.9% | +2.2% | +21.7% | +22.6% |
| 30D | +27.8% | +11.3% | +16.6% | +21.1% |
| 3M | +3.7% | +5.6% | -1.9% | -0.6% |
| 6M | +78.0% | -27.7% | +105.6% | +101.7% |
| YTD | +209.9% | -4.1% | +214.0% | +200.8% |
| 1Y | +389.6% | +13.8% | +375.8% | +337.9% |
| 3Y | +1,730.6% | +217.0% | +1,513.5% | +806.9% |
| All | +1,273.2% | +406.3% | +866.8% | +400.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling