+313.3%
ANET vs AEE
+46.3%
+267.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.7% | +5.6% |
| 7D | +3.0% | -0.8% | +3.8% | +2.8% |
| 30D | -5.2% | -2.9% | -2.3% | -5.7% |
| 3M | +27.6% | -2.4% | +30.0% | +26.8% |
| 6M | +44.4% | -2.7% | +47.1% | +43.7% |
| YTD | +52.3% | +7.3% | +45.1% | +54.4% |
| 1Y | +30.4% | +7.5% | +22.9% | +32.4% |
| 3Y | +313.3% | +46.2% | +267.0% | +359.3% |
| All | +313.3% | +46.3% | +267.0% | +359.3% |
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