+169.3%
AEP vs PWR
+2,399.9%
-2,230.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.5% |
| 7D | +2.0% | +4.5% | -2.5% | +1.5% |
| 30D | +0.5% | -4.9% | +5.4% | +1.0% |
| 3M | -0.3% | -7.9% | +7.6% | +0.2% |
| 6M | -3.5% | +18.3% | -21.8% | -6.0% |
| YTD | +11.3% | +51.5% | -40.2% | +5.2% |
| 1Y | +20.2% | +70.3% | -50.1% | +11.9% |
| 3Y | +79.8% | +210.6% | -130.8% | +49.8% |
| 5Y | +65.6% | +456.7% | -391.1% | +24.1% |
| 10Y | +169.3% | +2,396.1% | -2,226.8% | +45.3% |
| All | +169.3% | +2,399.9% | -2,230.6% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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