+211.6%
AEE vs DAR
+307.1%
-95.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.1% |
| 7D | +0.6% | +9.2% | -8.6% | -0.5% |
| 30D | +8.8% | -12.3% | +21.1% | +10.5% |
| 3M | +5.1% | -12.7% | +17.8% | +6.6% |
| 6M | +5.2% | -12.8% | +17.9% | +6.5% |
| YTD | +16.1% | +53.8% | -37.7% | +8.8% |
| 1Y | +10.4% | +60.3% | -49.8% | +2.8% |
| 3Y | +63.1% | +31.7% | +31.4% | +52.6% |
| 5Y | +55.6% | -27.7% | +83.3% | +56.2% |
| All | +211.6% | +307.1% | -95.5% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling