+4,539.9%
EAT vs AEE
+813.9%
+3,726.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | +1.9% | -2.3% | +4.2% | +2.9% |
| 3M | +68.7% | +0.2% | +68.4% | +67.8% |
| 6M | +66.9% | -4.7% | +71.6% | +69.4% |
| YTD | +60.4% | +8.1% | +52.3% | +53.4% |
| 1Y | +44.0% | +8.5% | +35.4% | +37.4% |
| 3Y | +604.7% | +48.9% | +555.8% | +474.7% |
| 5Y | +347.0% | +39.9% | +307.1% | +269.7% |
| 10Y | +390.8% | +186.5% | +204.2% | +186.7% |
| All | +4,539.9% | +813.9% | +3,726.0% | +1,471.6% |
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 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