+668.0%
BE vs AEE
+137.7%
+530.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.0% | -5.3% |
| 7D | +10.8% | +1.7% | +9.1% | +10.1% |
| 30D | -19.8% | +9.7% | -29.5% | -22.7% |
| 3M | -18.7% | +5.9% | -24.6% | -20.6% |
| 6M | -33.7% | +6.7% | -40.4% | -36.3% |
| YTD | +121.0% | +17.4% | +103.6% | +103.1% |
| 1Y | +85.4% | +12.7% | +72.7% | +73.4% |
| 3Y | +1,709.5% | +68.2% | +1,641.3% | +1,313.7% |
| 5Y | +462.2% | +57.3% | +404.9% | +353.5% |
| All | +668.0% | +137.7% | +530.2% | +820.3% |
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