+791.3%
ANET vs AEE
+38.7%
+752.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.7% | +5.6% |
| 7D | +3.0% | -0.8% | +3.8% | +3.0% |
| 30D | -5.2% | -2.9% | -2.3% | -5.0% |
| 3M | +27.6% | -2.4% | +30.0% | +27.4% |
| 6M | +44.4% | -2.7% | +47.1% | +44.3% |
| YTD | +52.3% | +7.3% | +45.1% | +50.9% |
| 1Y | +30.4% | +7.5% | +22.9% | +29.1% |
| 3Y | +313.3% | +46.2% | +267.0% | +291.9% |
| All | +791.3% | +38.7% | +752.6% | +745.2% |
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