+143.3%
DELL vs AEE
+13.9%
+129.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.5% | -11.3% | -7.8% |
| 7D | -24.6% | +4.7% | -29.3% | -23.1% |
| 30D | -32.5% | +13.4% | -45.9% | -29.6% |
| 3M | -20.2% | +4.1% | -24.3% | -19.3% |
| 6M | +76.5% | +2.0% | +74.4% | +80.9% |
| YTD | +198.9% | +15.6% | +183.3% | +204.5% |
| 1Y | +143.3% | +14.1% | +129.2% | +149.6% |
| All | +143.3% | +13.9% | +129.4% | +149.6% |
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