+360.5%
BE vs AJG
-12.9%
+373.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.8% | +5.8% |
| 7D | +20.0% | -1.8% | +21.8% | +17.6% |
| 30D | +7.9% | +4.6% | +3.3% | +13.6% |
| 3M | -13.2% | +24.9% | -38.1% | +10.4% |
| 6M | +53.5% | +17.2% | +36.3% | +88.8% |
| YTD | +191.0% | +2.2% | +188.9% | +223.2% |
| 1Y | +360.5% | -11.5% | +372.0% | +414.8% |
| All | +360.5% | -12.9% | +373.4% | +414.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling