+1,683.3%
BE vs AEE
+48.1%
+1,635.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.4% | -2.7% |
| 7D | +23.9% | +1.1% | +22.9% | +23.6% |
| 30D | +27.8% | 0.0% | +27.8% | +27.9% |
| 3M | +3.7% | -0.9% | +4.6% | +1.5% |
| 6M | +78.0% | -2.4% | +80.4% | +75.4% |
| YTD | +209.9% | +8.6% | +201.3% | +184.6% |
| 1Y | +389.6% | +10.2% | +379.4% | +341.5% |
| All | +1,683.3% | +48.1% | +1,635.2% | +1,088.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling