+401.2%
AMD vs AEE
+63.2%
+338.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.9% |
| 7D | +44.7% | +0.6% | +44.1% | +44.9% |
| 30D | -3.3% | +8.8% | -12.2% | -1.1% |
| 3M | +21.2% | +5.1% | +16.1% | +23.0% |
| 6M | +30.6% | +5.2% | +25.4% | +32.7% |
| YTD | +173.3% | +16.1% | +157.2% | +181.5% |
| 1Y | +126.1% | +10.4% | +115.6% | +131.6% |
| All | +401.2% | +63.2% | +338.0% | +492.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling