+532.2%
BE vs AGI
+243.7%
+288.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.7% |
| 7D | +10.8% | -10.1% | +20.9% | +16.4% |
| 30D | -19.8% | -6.5% | -13.2% | -18.0% |
| 3M | -18.7% | -12.8% | -5.9% | -14.4% |
| 6M | -33.7% | -34.3% | +0.6% | -21.1% |
| YTD | +121.0% | -25.6% | +146.6% | +139.6% |
| 1Y | +85.4% | -14.2% | +99.6% | +87.8% |
| 3Y | +1,709.5% | +127.3% | +1,582.2% | +931.3% |
| All | +532.2% | +243.7% | +288.4% | +185.4% |
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