-0.8%
BB vs AEE
+191.3%
-192.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.4% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | -16.0% | -2.0% | -14.1% | -15.6% |
| 3M | -14.5% | -2.8% | -11.7% | -14.1% |
| 6M | +118.6% | -3.6% | +122.1% | +119.5% |
| YTD | +98.9% | +7.3% | +91.6% | +94.0% |
| 1Y | +99.5% | +8.7% | +90.8% | +93.6% |
| 3Y | +65.4% | +46.0% | +19.3% | +46.0% |
| 5Y | -27.6% | +39.8% | -67.4% | -35.8% |
| All | -0.8% | +191.3% | -192.1% | -20.7% |
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