+344.2%
ACWI vs AEE
+423.9%
-79.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.3% |
| 7D | -0.7% | +0.2% | -0.8% | -0.7% |
| 30D | -2.0% | +9.7% | -11.7% | -6.4% |
| 3M | -2.2% | +5.8% | -8.0% | -4.9% |
| 6M | +1.9% | +4.5% | -2.6% | -0.9% |
| YTD | +12.0% | +15.8% | -3.8% | +3.2% |
| 1Y | +12.5% | +10.8% | +1.8% | +5.9% |
| 3Y | +75.4% | +62.8% | +12.6% | +33.3% |
| 5Y | +61.5% | +56.1% | +5.4% | +23.2% |
| 10Y | +227.1% | +216.4% | +10.7% | +54.5% |
| All | +344.2% | +423.9% | -79.6% | +27.6% |
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