+934.0%
BE vs AEE
+117.4%
+816.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.6% |
| 7D | +9.7% | -0.7% | +10.4% | +10.1% |
| 30D | +22.4% | -2.0% | +24.4% | +23.4% |
| 3M | +10.4% | -2.8% | +13.2% | +10.1% |
| 6M | +67.9% | -3.6% | +71.4% | +67.9% |
| YTD | +197.5% | +7.3% | +190.2% | +183.2% |
| 1Y | +310.6% | +8.7% | +301.9% | +286.9% |
| 3Y | +1,657.2% | +46.0% | +1,611.2% | +1,353.5% |
| 5Y | +1,218.2% | +39.8% | +1,178.4% | +1,008.8% |
| All | +934.0% | +117.4% | +816.6% | +1,183.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling