+1,008.9%
BE vs AGI
+614.0%
+394.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.4% | +11.0% | +10.1% |
| 7D | +29.8% | +4.4% | +25.4% | +28.0% |
| 30D | +26.4% | +10.0% | +16.4% | +22.3% |
| 3M | +9.3% | +1.7% | +7.6% | +7.7% |
| 6M | +105.1% | -26.8% | +131.9% | +122.5% |
| YTD | +219.0% | -5.3% | +224.4% | +216.9% |
| 1Y | +418.8% | +11.5% | +407.3% | +392.0% |
| 3Y | +1,784.6% | +212.9% | +1,571.6% | +1,200.4% |
| 5Y | +1,251.0% | +388.8% | +862.2% | +721.0% |
| All | +1,008.9% | +614.0% | +394.8% | +788.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling