+48.5%
AEE vs BUD
+48.7%
-0.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.1% |
| 7D | +1.3% | +0.8% | +0.6% | +1.1% |
| 30D | -1.2% | -4.8% | +3.6% | -0.2% |
| 3M | +1.0% | +1.4% | -0.3% | +0.6% |
| 6M | -2.3% | +9.9% | -12.1% | -4.6% |
| YTD | +9.1% | +26.3% | -17.2% | +3.3% |
| 1Y | +10.6% | +36.1% | -25.6% | +2.8% |
| 3Y | +48.5% | +48.6% | -0.1% | +29.9% |
| All | +48.5% | +48.7% | -0.2% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling