+59.8%
DAL vs AEE
+11.8%
+48.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +2.3% | +0.2% | +2.2% | +2.3% |
| 30D | +14.3% | +9.7% | +4.6% | +13.6% |
| 3M | +1.3% | +5.8% | -4.5% | +0.7% |
| 6M | +29.3% | +4.5% | +24.8% | +28.8% |
| YTD | +33.0% | +15.8% | +17.2% | +33.5% |
| 1Y | +59.8% | +10.8% | +49.1% | +65.2% |
| All | +59.8% | +11.8% | +48.1% | +65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling