+360.5%
BE vs AEE
+8.8%
+351.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.3% | +7.4% |
| 7D | +20.0% | +0.3% | +19.6% | +20.3% |
| 30D | +7.9% | -2.3% | +10.2% | +5.5% |
| 3M | -13.2% | +0.2% | -13.4% | -15.7% |
| 6M | +53.5% | -4.7% | +58.2% | +44.7% |
| YTD | +191.0% | +8.1% | +182.9% | +205.8% |
| 1Y | +360.5% | +8.5% | +352.0% | +418.0% |
| All | +360.5% | +8.8% | +351.7% | +418.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling