+153.9%
BBIO vs AEE
+46.3%
+107.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -13.6% | -2.9% | -10.7% | -12.8% |
| 3M | +7.2% | -2.4% | +9.6% | +7.5% |
| 6M | +1.5% | -2.7% | +4.2% | +1.6% |
| YTD | -5.3% | +7.3% | -12.6% | -8.5% |
| 1Y | +37.7% | +7.5% | +30.2% | +32.9% |
| 3Y | +153.9% | +46.2% | +107.7% | +110.4% |
| All | +153.9% | +46.3% | +107.6% | +110.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling