+102.6%
BB vs AEE
+8.8%
+93.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -5.6% | +0.3% | -6.0% | -5.6% |
| 30D | -11.8% | -2.3% | -9.5% | -12.2% |
| 3M | -25.5% | +0.2% | -25.7% | -25.5% |
| 6M | +121.3% | -4.7% | +126.0% | +119.2% |
| YTD | +103.2% | +8.1% | +95.1% | +105.2% |
| 1Y | +102.6% | +8.5% | +94.1% | +106.8% |
| All | +102.6% | +8.8% | +93.8% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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