+4,763.8%
ADBE vs AEE
+892.1%
+3,871.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.4% |
| 7D | +1.6% | +1.7% | -0.1% | +0.8% |
| 30D | +1.0% | +9.7% | -8.7% | -3.3% |
| 3M | -10.1% | +5.9% | -16.1% | -12.7% |
| 6M | +3.0% | +6.7% | -3.7% | -0.9% |
| YTD | -30.5% | +17.4% | -47.9% | -36.7% |
| 1Y | -27.1% | +12.7% | -39.8% | -32.3% |
| 3Y | -58.8% | +68.2% | -127.0% | -69.3% |
| 5Y | -63.0% | +57.3% | -120.3% | -71.9% |
| 10Y | +134.5% | +220.6% | -86.2% | +15.2% |
| All | +4,763.8% | +892.1% | +3,871.7% | +1,206.8% |
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