+93.1%
ACN vs AEE
+191.1%
-98.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -1.5% | -0.8% | -0.7% | -1.2% |
| 30D | +2.1% | -2.9% | +5.0% | +3.2% |
| 3M | +11.1% | -2.4% | +13.5% | +12.0% |
| 6M | -6.8% | -2.7% | -4.1% | -6.4% |
| YTD | -30.0% | +7.3% | -37.3% | -32.7% |
| 1Y | -23.1% | +7.5% | -30.7% | -26.3% |
| 3Y | -40.4% | +46.2% | -86.6% | -50.8% |
| 5Y | -41.6% | +39.7% | -81.3% | -51.1% |
| All | +93.1% | +191.1% | -98.1% | +32.6% |
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 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