+53.6%
BEN vs AEE
+222.5%
-168.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.1% |
| 7D | +6.8% | +1.7% | +5.1% | +6.0% |
| 30D | +18.0% | +9.7% | +8.2% | +13.0% |
| 3M | +7.5% | +5.9% | +1.5% | +4.6% |
| 6M | +14.7% | +6.7% | +8.0% | +10.8% |
| YTD | +56.1% | +17.4% | +38.7% | +43.4% |
| 1Y | +69.6% | +12.7% | +56.9% | +58.8% |
| 3Y | +87.7% | +68.2% | +19.5% | +41.5% |
| 5Y | +28.6% | +57.3% | -28.7% | -0.5% |
| All | +53.6% | +222.5% | -168.9% | +13.6% |
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