+706.7%
ETN vs AEE
+191.1%
+515.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +3.5% | -0.8% | +4.3% | +3.8% |
| 30D | -7.5% | -2.9% | -4.6% | -6.6% |
| 3M | +8.3% | -2.4% | +10.7% | +8.8% |
| 6M | +20.2% | -2.7% | +22.9% | +20.7% |
| YTD | +34.7% | +7.3% | +27.4% | +30.4% |
| 1Y | +19.4% | +7.5% | +11.9% | +15.4% |
| 3Y | +85.5% | +46.2% | +39.3% | +56.3% |
| 5Y | +186.6% | +39.7% | +146.9% | +143.8% |
| All | +706.7% | +191.1% | +515.5% | +507.1% |
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