+4,770.1%
DELL vs AEE
+188.8%
+4,581.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.6% |
| 7D | +25.6% | +1.3% | +24.3% | +25.3% |
| 30D | +17.7% | -1.2% | +18.9% | +18.0% |
| 3M | +33.4% | +1.0% | +32.4% | +32.7% |
| 6M | +266.2% | -2.3% | +268.5% | +266.1% |
| YTD | +328.0% | +9.1% | +318.9% | +315.7% |
| 1Y | +339.6% | +10.6% | +329.0% | +324.9% |
| 3Y | +694.6% | +48.5% | +646.1% | +595.9% |
| 5Y | +1,122.0% | +39.9% | +1,082.1% | +983.9% |
| 10Y | +4,062.5% | +185.7% | +3,876.8% | +2,939.6% |
| All | +4,770.1% | +188.8% | +4,581.3% | +3,473.1% |
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