+769.3%
ENTG vs AEE
+222.5%
+546.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.1% |
| 7D | +15.2% | +1.7% | +13.5% | +14.6% |
| 30D | -3.6% | +9.7% | -13.4% | -6.6% |
| 3M | -10.0% | +5.9% | -15.9% | -11.8% |
| 6M | +1.8% | +6.7% | -4.9% | -1.3% |
| YTD | +75.5% | +17.4% | +58.1% | +64.2% |
| 1Y | +82.4% | +12.7% | +69.7% | +73.0% |
| 3Y | +58.5% | +68.2% | -9.7% | +27.0% |
| 5Y | +0.4% | +57.3% | -56.9% | -17.8% |
| All | +769.3% | +222.5% | +546.8% | +521.9% |
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