-99.9%
DFNS vs AEE
+48.1%
-148.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -5.4% |
| 7D | +4.6% | +1.1% | +3.6% | +6.4% |
| 30D | -73.9% | 0.0% | -73.9% | -73.7% |
| 3M | -71.7% | -0.9% | -70.8% | -70.2% |
| 6M | -94.6% | -2.4% | -92.2% | -94.4% |
| YTD | -98.1% | +8.6% | -106.7% | -97.7% |
| 1Y | -98.3% | +10.2% | -108.5% | -98.0% |
| All | -99.9% | +48.1% | -148.0% | -99.8% |
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 2023-09-09 to 2026-09-09: 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling