+6,787.6%
BBY vs AEIS
+2,641.0%
+4,146.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.6% |
| 7D | +8.1% | +8.1% | 0.0% | +6.3% |
| 30D | +8.9% | -11.1% | +20.1% | +11.1% |
| 3M | +22.0% | -5.6% | +27.7% | +21.0% |
| 6M | +37.8% | -0.6% | +38.5% | +33.2% |
| YTD | +37.3% | +38.0% | -0.7% | +22.5% |
| 1Y | +21.6% | +87.2% | -65.7% | +1.0% |
| 3Y | +41.5% | +179.7% | -138.2% | +6.4% |
| 5Y | +1.2% | +241.7% | -240.5% | -27.6% |
| 10Y | +237.8% | +547.2% | -309.4% | +100.5% |
| All | +6,787.6% | +2,641.0% | +4,146.5% | +2,163.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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