+10,728.4%
AME vs BB
+258.8%
+10,469.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | -5.6% | +6.3% | +1.3% |
| 30D | -6.7% | -11.8% | +5.1% | -5.5% |
| 3M | +4.1% | -25.5% | +29.6% | +6.7% |
| 6M | +1.6% | +121.3% | -119.7% | -8.5% |
| YTD | +16.1% | +103.2% | -87.0% | +5.5% |
| 1Y | +27.3% | +102.6% | -75.3% | +15.3% |
| 3Y | +50.9% | +37.5% | +13.4% | +37.6% |
| 5Y | +81.4% | -30.4% | +111.8% | +73.8% |
| 10Y | +417.0% | 0.0% | +417.0% | +323.1% |
| All | +10,728.4% | +258.8% | +10,469.5% | +7,318.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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