-99.8%
BIYA vs AEE
+10.7%
-110.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.3% |
| 7D | -1.3% | -0.7% | -0.6% | -1.6% |
| 30D | -15.9% | -2.0% | -14.0% | -16.8% |
| 3M | -81.2% | -2.8% | -78.4% | -82.0% |
| 6M | -88.2% | -3.6% | -84.7% | -88.5% |
| YTD | -94.1% | +7.3% | -101.4% | -94.4% |
| 1Y | -98.7% | +8.7% | -107.4% | -98.7% |
| All | -99.8% | +10.7% | -110.5% | -99.8% |
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