+4,238.1%
ADI vs AEE
+822.6%
+3,415.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.1% |
| 7D | +2.4% | +1.3% | +1.1% | +1.9% |
| 30D | -6.6% | -1.2% | -5.3% | -6.2% |
| 3M | -9.8% | +1.0% | -10.8% | -10.6% |
| 6M | +15.7% | -2.3% | +17.9% | +15.9% |
| YTD | +35.1% | +9.1% | +26.0% | +29.7% |
| 1Y | +47.7% | +10.6% | +37.1% | +40.8% |
| 3Y | +114.5% | +48.5% | +66.0% | +78.9% |
| 5Y | +141.2% | +39.9% | +101.4% | +104.3% |
| 10Y | +611.3% | +185.7% | +425.6% | +339.2% |
| All | +4,238.1% | +822.6% | +3,415.5% | +1,793.7% |
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