+4,001.2%
DE vs AEE
+818.5%
+3,182.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -3.0% | +1.1% | -4.1% | -3.5% |
| 30D | +11.1% | 0.0% | +11.1% | +11.0% |
| 3M | +17.6% | -0.9% | +18.5% | +17.7% |
| 6M | +13.6% | -2.4% | +16.0% | +14.4% |
| YTD | +46.3% | +8.6% | +37.6% | +39.9% |
| 1Y | +44.2% | +10.2% | +34.0% | +36.6% |
| 3Y | +76.6% | +47.8% | +28.8% | +42.4% |
| 5Y | +98.2% | +40.1% | +58.1% | +61.7% |
| 10Y | +863.5% | +195.0% | +668.5% | +405.7% |
| All | +4,001.2% | +818.5% | +3,182.7% | +1,013.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling