+236.1%
ALNY vs AEE
+191.1%
+45.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -6.5% | -0.8% | -5.8% | -6.4% |
| 30D | +11.0% | -2.9% | +14.0% | +11.7% |
| 3M | -14.1% | -2.4% | -11.7% | -13.6% |
| 6M | -22.4% | -2.7% | -19.7% | -22.0% |
| YTD | -37.5% | +7.3% | -44.7% | -38.5% |
| 1Y | -46.9% | +7.5% | -54.5% | -47.9% |
| 3Y | +22.1% | +46.2% | -24.1% | +12.4% |
| 5Y | +31.2% | +39.7% | -8.5% | +21.5% |
| All | +236.1% | +191.1% | +45.0% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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