+605.0%
EAT vs AEE
+48.1%
+556.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | -6.8% | +1.1% | -7.8% | -7.0% |
| 30D | -5.4% | 0.0% | -5.4% | -5.4% |
| 3M | +42.8% | -0.9% | +43.7% | +42.7% |
| 6M | +56.5% | -2.4% | +58.9% | +56.9% |
| YTD | +50.0% | +8.6% | +41.4% | +45.0% |
| 1Y | +38.3% | +10.2% | +28.1% | +33.0% |
| All | +605.0% | +48.1% | +556.9% | +508.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling