+42.9%
AEE vs FGI
-69.8%
+112.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +1.0% |
| 7D | +1.3% | +5.2% | -3.8% | +1.3% |
| 30D | -1.2% | +65.2% | -66.5% | -0.9% |
| 3M | +1.0% | +30.2% | -29.2% | +1.3% |
| 6M | -2.3% | +87.8% | -90.1% | -1.7% |
| YTD | +9.1% | +32.5% | -23.3% | +9.6% |
| 1Y | +10.6% | +93.6% | -83.0% | +11.8% |
| 3Y | +48.5% | -2.6% | +51.1% | +51.1% |
| All | +42.9% | -69.8% | +112.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling