+4,404.4%
DELL vs AEE
+191.1%
+4,213.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -0.8% | +9.0% | +8.4% |
| 30D | +17.1% | -2.9% | +20.0% | +17.9% |
| 3M | +45.2% | -2.4% | +47.6% | +45.6% |
| 6M | +286.8% | -2.7% | +289.5% | +286.9% |
| YTD | +354.8% | +7.3% | +347.5% | +343.5% |
| 1Y | +358.3% | +7.5% | +350.7% | +346.0% |
| 3Y | +724.9% | +46.2% | +678.7% | +625.4% |
| 5Y | +1,193.7% | +39.7% | +1,154.0% | +1,046.2% |
| All | +4,404.4% | +191.1% | +4,213.3% | +3,226.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling