+51.8%
BEN vs AEE
+191.3%
-139.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.8% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +0.9% | -2.0% | +2.9% | +1.8% |
| 3M | +9.2% | -2.8% | +12.0% | +10.3% |
| 6M | +36.8% | -3.6% | +40.4% | +38.3% |
| YTD | +44.4% | +7.3% | +37.1% | +38.5% |
| 1Y | +45.8% | +8.7% | +37.1% | +38.7% |
| 3Y | +52.5% | +46.0% | +6.5% | +23.8% |
| 5Y | +37.7% | +39.8% | -2.1% | +13.2% |
| All | +51.8% | +191.3% | -139.5% | +13.0% |
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 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