+994.7%
BE vs CRBG
+117.3%
+877.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.4% | +5.2% | +5.9% |
| 7D | +9.0% | +0.6% | +8.5% | +8.6% |
| 30D | +16.3% | +2.6% | +13.6% | +14.3% |
| 3M | +10.8% | +24.0% | -13.2% | -2.8% |
| 6M | +73.2% | +50.5% | +22.7% | +35.4% |
| YTD | +217.4% | +17.1% | +200.2% | +183.4% |
| 1Y | +309.8% | +5.9% | +303.9% | +287.3% |
| 3Y | +1,726.2% | +122.7% | +1,603.4% | +908.8% |
| All | +994.7% | +117.3% | +877.4% | +538.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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