-36.7%
BLDR vs AEE
+13.9%
-50.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.5% | +6.8% | +7.7% |
| 7D | +24.4% | +4.7% | +19.7% | +21.3% |
| 30D | +24.9% | +13.4% | +11.5% | +17.7% |
| 3M | -7.8% | +4.1% | -11.8% | -9.9% |
| 6M | -5.8% | +2.0% | -7.8% | -7.0% |
| YTD | -32.5% | +15.6% | -48.1% | -38.1% |
| 1Y | -36.7% | +14.1% | -50.8% | -41.3% |
| All | -36.7% | +13.9% | -50.6% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling