+162.9%
BBIO vs AEE
+72.2%
+90.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.0% |
| 3M | +7.2% | -2.4% | +9.6% | +7.6% |
| 6M | +1.5% | -2.7% | +4.2% | +1.8% |
| YTD | -5.3% | +7.3% | -12.6% | -7.3% |
| 1Y | +37.7% | +7.5% | +30.2% | +34.7% |
| 3Y | +153.9% | +46.2% | +107.7% | +129.1% |
| 5Y | +43.9% | +39.7% | +4.2% | +30.3% |
| All | +162.9% | +72.2% | +90.7% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling