+170.5%
AEP vs UUUU
+465.5%
-295.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | 0.0% |
| 7D | -0.9% | -10.5% | +9.6% | -0.7% |
| 30D | -1.1% | -10.5% | +9.4% | -0.8% |
| 3M | -3.3% | -14.1% | +10.8% | -3.1% |
| 6M | -4.6% | -35.5% | +30.8% | -4.0% |
| YTD | +9.4% | -10.9% | +20.3% | +8.8% |
| 1Y | +16.9% | +3.4% | +13.6% | +15.4% |
| 3Y | +76.6% | +73.1% | +3.5% | +69.6% |
| 5Y | +66.2% | +87.1% | -20.9% | +56.7% |
| All | +170.5% | +465.5% | -295.0% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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