+3,435.9%
ALNY vs AEE
+494.6%
+2,941.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.8% | -3.5% |
| 7D | -6.4% | -0.7% | -5.8% | -6.1% |
| 30D | +11.9% | -2.0% | +13.9% | +12.8% |
| 3M | -15.0% | -2.8% | -12.2% | -13.9% |
| 6M | -23.2% | -3.6% | -19.6% | -22.2% |
| YTD | -37.8% | +7.3% | -45.1% | -40.0% |
| 1Y | -47.3% | +8.7% | -56.0% | -49.6% |
| 3Y | +22.9% | +46.0% | -23.1% | +1.5% |
| 5Y | +30.6% | +39.8% | -9.2% | +8.3% |
| 10Y | +254.6% | +191.4% | +63.2% | +75.6% |
| All | +3,435.9% | +494.6% | +2,941.2% | +1,220.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling