+21.9%
BB vs AEE
+222.5%
-200.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.7% |
| 7D | +1.8% | +1.7% | +0.1% | +1.4% |
| 30D | +8.1% | +9.7% | -1.6% | +5.7% |
| 3M | -1.0% | +5.9% | -6.9% | -2.4% |
| 6M | +45.9% | +6.7% | +39.2% | +43.1% |
| YTD | +134.8% | +17.4% | +117.5% | +124.0% |
| 1Y | +104.6% | +12.7% | +91.9% | +97.3% |
| 3Y | +152.8% | +68.2% | +84.6% | +115.3% |
| 5Y | -17.4% | +57.3% | -74.7% | -28.7% |
| All | +21.9% | +222.5% | -200.6% | +3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling