+289.0%
BSX vs AEE
+822.6%
-533.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.0% | -6.9% | -6.4% |
| 7D | -6.4% | +1.3% | -7.8% | -7.1% |
| 30D | -8.8% | -1.2% | -7.5% | -8.3% |
| 3M | -7.6% | +1.0% | -8.7% | -8.3% |
| 6M | -37.0% | -2.3% | -34.7% | -36.5% |
| YTD | -52.8% | +9.1% | -62.0% | -55.2% |
| 1Y | -58.4% | +10.6% | -69.0% | -60.8% |
| 3Y | -16.5% | +48.5% | -65.0% | -33.3% |
| 5Y | -1.2% | +39.9% | -41.0% | -19.7% |
| 10Y | +83.7% | +185.7% | -102.0% | -1.3% |
| All | +289.0% | +822.6% | -533.6% | +7.6% |
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