+782.9%
ENTG vs AEE
+191.1%
+591.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +1.2% | -0.8% | +2.0% | +1.4% |
| 30D | -12.9% | -2.9% | -9.9% | -12.0% |
| 3M | -3.1% | -2.4% | -0.7% | -2.9% |
| 6M | +21.0% | -2.7% | +23.7% | +20.9% |
| YTD | +67.0% | +7.3% | +59.7% | +61.2% |
| 1Y | +68.6% | +7.5% | +61.1% | +62.3% |
| 3Y | +48.6% | +46.2% | +2.4% | +25.7% |
| 5Y | +18.6% | +39.7% | -21.1% | +1.6% |
| All | +782.9% | +191.1% | +591.8% | +567.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling