+3,455.1%
DLR vs AEE
+483.4%
+2,971.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.6% |
| 7D | +3.3% | +1.7% | +1.6% | +2.3% |
| 30D | +4.6% | +9.7% | -5.2% | -1.1% |
| 3M | -8.3% | +5.9% | -14.2% | -11.5% |
| 6M | -5.6% | +6.7% | -12.3% | -9.6% |
| YTD | +18.7% | +17.4% | +1.4% | +7.3% |
| 1Y | +17.1% | +12.7% | +4.4% | +8.4% |
| 3Y | +54.4% | +68.2% | -13.9% | +10.0% |
| 5Y | +36.5% | +57.3% | -20.8% | +0.7% |
| 10Y | +187.7% | +220.6% | -32.9% | +31.5% |
| All | +3,455.1% | +483.4% | +2,971.7% | +1,045.2% |
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