+148.0%
ADBE vs AEE
+191.3%
-43.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.1% | -2.0% |
| 7D | -12.9% | -0.7% | -12.2% | -12.7% |
| 30D | -5.6% | -2.0% | -3.7% | -5.1% |
| 3M | +6.6% | -2.8% | +9.4% | +7.4% |
| 6M | -9.6% | -3.6% | -6.0% | -9.2% |
| YTD | -28.9% | +7.3% | -36.2% | -31.4% |
| 1Y | -28.9% | +8.7% | -37.6% | -31.9% |
| 3Y | -55.6% | +46.0% | -101.6% | -62.5% |
| 5Y | -62.2% | +39.8% | -102.0% | -67.8% |
| All | +148.0% | +191.3% | -43.2% | +63.3% |
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