+7,373.6%
BN vs AEE
+813.9%
+6,559.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | -9.5% | -2.3% | -7.2% | -8.5% |
| 3M | -10.4% | +0.2% | -10.6% | -10.8% |
| 6M | -6.4% | -4.7% | -1.6% | -4.5% |
| YTD | -11.9% | +8.1% | -20.0% | -15.9% |
| 1Y | -8.6% | +8.5% | -17.2% | -13.1% |
| 3Y | +77.6% | +48.9% | +28.7% | +42.4% |
| 5Y | +37.0% | +39.9% | -2.9% | +12.6% |
| 10Y | +266.4% | +186.5% | +79.9% | +106.8% |
| All | +7,373.6% | +813.9% | +6,559.7% | +2,644.9% |
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