+3,958.4%
BBY vs AEE
+818.5%
+3,140.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -1.3% |
| 7D | +1.2% | +1.1% | +0.1% | +0.8% |
| 30D | +6.8% | 0.0% | +6.8% | +6.8% |
| 3M | +18.7% | -0.9% | +19.7% | +19.0% |
| 6M | +37.3% | -2.4% | +39.7% | +38.0% |
| YTD | +35.3% | +8.6% | +26.7% | +30.3% |
| 1Y | +20.7% | +10.2% | +10.5% | +15.4% |
| 3Y | +39.4% | +47.8% | -8.4% | +17.1% |
| 5Y | -1.5% | +40.1% | -41.6% | -16.4% |
| 10Y | +239.8% | +195.0% | +44.8% | +109.3% |
| All | +3,958.4% | +818.5% | +3,140.0% | +1,824.2% |
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