+187.0%
BR vs AEE
+191.1%
-4.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -0.3% | -2.9% | +2.6% | +0.8% |
| 3M | +17.3% | -2.4% | +19.7% | +18.2% |
| 6M | -6.7% | -2.7% | -4.0% | -6.3% |
| YTD | -23.4% | +7.3% | -30.7% | -26.3% |
| 1Y | -32.7% | +7.5% | -40.2% | -35.4% |
| 3Y | -5.9% | +46.2% | -52.1% | -21.2% |
| 5Y | +8.4% | +39.7% | -31.3% | -7.7% |
| All | +187.0% | +191.1% | -4.1% | +84.8% |
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