+5,047.6%
ADBE vs AEE
+822.6%
+4,224.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.4% | -3.9% |
| 7D | -10.1% | +1.3% | -11.4% | -10.6% |
| 30D | -3.0% | -1.2% | -1.8% | -2.6% |
| 3M | +5.0% | +1.0% | +4.0% | +4.1% |
| 6M | -9.3% | -2.3% | -7.0% | -9.3% |
| YTD | -26.5% | +9.1% | -35.6% | -30.6% |
| 1Y | -28.3% | +10.6% | -38.8% | -32.9% |
| 3Y | -54.1% | +48.5% | -102.6% | -63.7% |
| 5Y | -61.2% | +39.9% | -101.1% | -68.8% |
| 10Y | +152.5% | +185.7% | -33.2% | +31.3% |
| All | +5,047.6% | +822.6% | +4,224.9% | +1,332.2% |
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