+79.3%
ADI vs AEE
+13.9%
+65.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -2.9% |
| 7D | -5.1% | +4.7% | -9.8% | -4.6% |
| 30D | -3.1% | +13.4% | -16.5% | -1.7% |
| 3M | +7.1% | +4.1% | +3.1% | +7.7% |
| 6M | +2.9% | +2.0% | +0.9% | +3.0% |
| YTD | +51.1% | +15.6% | +35.5% | +52.3% |
| 1Y | +79.3% | +14.1% | +65.2% | +80.6% |
| All | +79.3% | +13.9% | +65.4% | +80.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling