+6,067.4%
DRI vs AEE
+881.3%
+5,186.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -0.3% | +0.6% | -1.0% | -0.6% |
| 30D | +10.8% | +8.8% | +2.0% | +6.7% |
| 3M | +0.9% | +5.1% | -4.1% | -1.4% |
| 6M | +16.3% | +5.2% | +11.2% | +13.4% |
| YTD | +27.8% | +16.1% | +11.7% | +18.7% |
| 1Y | +33.9% | +10.4% | +23.4% | +27.2% |
| 3Y | +67.2% | +63.1% | +4.1% | +31.3% |
| 5Y | +79.0% | +55.6% | +23.4% | +41.1% |
| 10Y | +332.2% | +217.1% | +115.1% | +138.0% |
| All | +6,067.4% | +881.3% | +5,186.1% | +1,873.2% |
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