+162.1%
EQX vs AEE
+46.3%
+115.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | -3.2% | -0.8% | -2.4% | -2.9% |
| 30D | +7.8% | -2.9% | +10.7% | +8.8% |
| 3M | +21.3% | -2.4% | +23.7% | +21.8% |
| 6M | -22.4% | -2.7% | -19.7% | -22.1% |
| YTD | -11.3% | +7.3% | -18.6% | -14.4% |
| 1Y | +13.5% | +7.5% | +6.0% | +9.4% |
| 3Y | +162.1% | +46.2% | +115.9% | +107.4% |
| All | +162.1% | +46.3% | +115.9% | +107.4% |
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