-99.8%
BIYA vs AEE
+12.1%
-111.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.7% |
| 7D | +2.7% | +1.1% | +1.7% | +3.3% |
| 30D | -16.7% | 0.0% | -16.7% | -16.7% |
| 3M | -74.6% | -0.9% | -73.7% | -75.5% |
| 6M | -85.4% | -2.4% | -83.0% | -85.7% |
| YTD | -94.2% | +8.6% | -102.8% | -94.4% |
| 1Y | -98.6% | +10.2% | -108.7% | -98.6% |
| All | -99.8% | +12.1% | -111.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling