+3.1%
BTDR vs AEE
+8.8%
-5.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.9% | +4.0% |
| 7D | +20.0% | +0.3% | +19.6% | +20.1% |
| 30D | +11.9% | -2.3% | +14.2% | +10.8% |
| 3M | -36.9% | +0.2% | -37.1% | -36.4% |
| 6M | +56.5% | -4.7% | +61.3% | +56.7% |
| YTD | +10.4% | +8.1% | +2.3% | +3.1% |
| 1Y | +3.1% | +8.5% | -5.5% | +9.8% |
| All | +3.1% | +8.8% | -5.7% | +9.8% |
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 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