+203.2%
AEP vs PWR
+1,818.7%
-1,615.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | -0.8% | -11.2% | +10.4% | +0.2% |
| 30D | +4.9% | -17.4% | +22.3% | +6.7% |
| 3M | +4.9% | -11.7% | +16.6% | +5.8% |
| 6M | -0.3% | -21.7% | +21.4% | +1.5% |
| YTD | +14.3% | +38.3% | -24.0% | +8.6% |
| 1Y | +7.5% | +29.6% | -22.1% | +2.8% |
| 3Y | +82.6% | +236.1% | -153.5% | +49.0% |
| 5Y | +81.5% | +406.3% | -324.9% | +36.8% |
| 10Y | +203.2% | +1,796.7% | -1,593.5% | +80.2% |
| All | +203.2% | +1,818.7% | -1,615.6% | +80.2% |
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