+144.4%
ADI vs AEE
+65.0%
+79.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -2.8% |
| 7D | +9.5% | +1.7% | +7.8% | +9.5% |
| 30D | -1.4% | +9.7% | -11.1% | -1.3% |
| 3M | +4.7% | +5.9% | -1.2% | +4.8% |
| 6M | -7.4% | +6.7% | -14.1% | -7.7% |
| YTD | +48.1% | +17.4% | +30.7% | +47.2% |
| 1Y | +69.6% | +12.7% | +57.0% | +68.9% |
| 3Y | +144.4% | +68.2% | +76.1% | +132.1% |
| All | +144.4% | +65.0% | +79.4% | +132.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling