+911.5%
BE vs AIG
+75.1%
+836.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.8% |
| 7D | +20.0% | -0.9% | +20.9% | +20.6% |
| 30D | +7.9% | -4.9% | +12.8% | +10.9% |
| 3M | -13.2% | +4.5% | -17.7% | -16.7% |
| 6M | +53.5% | -1.4% | +54.9% | +52.0% |
| YTD | +191.0% | -9.8% | +200.8% | +200.7% |
| 1Y | +360.5% | -4.5% | +365.0% | +348.9% |
| 3Y | +1,568.0% | +37.4% | +1,530.6% | +1,159.6% |
| 5Y | +1,055.2% | +55.0% | +1,000.2% | +689.1% |
| All | +911.5% | +75.1% | +836.4% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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