+430.8%
BEN vs AEE
+892.1%
-461.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.2% |
| 7D | +6.8% | +1.7% | +5.1% | +5.7% |
| 30D | +18.0% | +9.7% | +8.2% | +11.5% |
| 3M | +7.5% | +5.9% | +1.5% | +3.6% |
| 6M | +14.7% | +6.7% | +8.0% | +9.5% |
| YTD | +56.1% | +17.4% | +38.7% | +39.9% |
| 1Y | +69.6% | +12.7% | +56.9% | +55.7% |
| 3Y | +87.7% | +68.2% | +19.5% | +31.6% |
| 5Y | +28.6% | +57.3% | -28.7% | -7.3% |
| 10Y | +59.8% | +220.6% | -160.8% | -31.9% |
| All | +430.8% | +892.1% | -461.3% | +6.4% |
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 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