+922.5%
BNY vs AEE
+807.2%
+115.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.3% | +0.8% |
| 7D | -1.1% | -0.7% | -0.4% | -0.7% |
| 30D | +1.4% | -2.0% | +3.4% | +2.5% |
| 3M | +16.8% | -2.8% | +19.6% | +18.2% |
| 6M | +42.0% | -3.6% | +45.6% | +43.8% |
| YTD | +41.9% | +7.3% | +34.6% | +34.5% |
| 1Y | +59.2% | +8.7% | +50.5% | +49.4% |
| 3Y | +290.9% | +46.0% | +244.9% | +202.6% |
| 5Y | +259.0% | +39.8% | +219.3% | +179.2% |
| 10Y | +413.0% | +191.4% | +221.6% | +127.1% |
| All | +922.5% | +807.2% | +115.3% | +81.0% |
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