+2,283.0%
ADSK vs AEE
+806.8%
+1,476.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.5% | -0.8% | -1.7% | -2.2% |
| 30D | -14.9% | -2.9% | -12.0% | -13.8% |
| 3M | +3.3% | -2.4% | +5.7% | +4.1% |
| 6M | -15.7% | -2.7% | -12.9% | -15.3% |
| YTD | -28.2% | +7.3% | -35.5% | -31.2% |
| 1Y | -34.5% | +7.5% | -42.1% | -37.5% |
| 3Y | -2.9% | +46.2% | -49.1% | -20.9% |
| 5Y | -25.3% | +39.7% | -65.0% | -38.4% |
| 10Y | +217.8% | +191.3% | +26.5% | +76.5% |
| All | +2,283.0% | +806.8% | +1,476.2% | +811.5% |
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