+45.2%
AMZN vs AEE
+38.5%
+6.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | -7.5% | -2.0% | -5.5% | -7.3% |
| 3M | +5.8% | -2.8% | +8.7% | +6.1% |
| 6M | +17.5% | -3.6% | +21.1% | +17.8% |
| YTD | +9.1% | +7.3% | +1.8% | +7.7% |
| 1Y | +9.4% | +8.7% | +0.7% | +7.5% |
| 3Y | +82.2% | +46.0% | +36.2% | +66.1% |
| 5Y | +45.2% | +39.8% | +5.4% | +38.0% |
| All | +45.2% | +38.5% | +6.7% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling