+499.9%
ABBV vs AEE
+191.3%
+308.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +2.0% |
| 7D | -2.0% | -0.7% | -1.3% | -1.8% |
| 30D | +2.0% | -2.0% | +3.9% | +2.6% |
| 3M | +14.2% | -2.8% | +17.0% | +15.2% |
| 6M | +14.1% | -3.6% | +17.6% | +15.3% |
| YTD | +14.2% | +7.3% | +6.9% | +11.6% |
| 1Y | +24.2% | +8.7% | +15.5% | +20.9% |
| 3Y | +89.8% | +46.0% | +43.8% | +67.9% |
| 5Y | +187.2% | +39.8% | +147.4% | +155.5% |
| All | +499.9% | +191.3% | +308.6% | +381.1% |
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