+817.9%
AEE vs SUI
+1,687.9%
-870.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +0.3% | -2.8% | +3.2% | +1.3% |
| 30D | -2.3% | -1.2% | -1.1% | -1.9% |
| 3M | +0.2% | -1.7% | +2.0% | +0.7% |
| 6M | -4.7% | -10.5% | +5.7% | -1.4% |
| YTD | +8.1% | -1.8% | +9.9% | +8.5% |
| 1Y | +8.5% | -4.1% | +12.6% | +9.6% |
| 3Y | +48.9% | +11.3% | +37.6% | +41.2% |
| 5Y | +39.9% | -32.1% | +72.0% | +53.9% |
| 10Y | +186.5% | +110.4% | +76.1% | +119.3% |
| All | +817.9% | +1,687.9% | -870.0% | +268.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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