+1,003.0%
BE vs AJG
+281.1%
+721.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +7.2% |
| 7D | +9.0% | -8.3% | +17.3% | +12.5% |
| 30D | +16.3% | -5.7% | +21.9% | +18.4% |
| 3M | +10.8% | +9.1% | +1.7% | +2.0% |
| 6M | +73.2% | +15.2% | +58.0% | +52.5% |
| YTD | +217.4% | -6.3% | +223.6% | +210.0% |
| 1Y | +309.8% | -19.1% | +328.9% | +333.7% |
| 3Y | +1,726.2% | +8.2% | +1,717.9% | +1,349.2% |
| 5Y | +1,306.2% | +75.6% | +1,230.5% | +636.0% |
| All | +1,003.0% | +281.1% | +721.9% | +254.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling