+2,114.1%
ETR vs AEE
+822.6%
+1,291.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.4% |
| 7D | +1.4% | +1.3% | +0.1% | +0.4% |
| 30D | +1.9% | -1.2% | +3.1% | +2.9% |
| 3M | +1.0% | +1.0% | 0.0% | 0.0% |
| 6M | +4.8% | -2.3% | +7.1% | +6.7% |
| YTD | +19.5% | +9.1% | +10.4% | +11.4% |
| 1Y | +28.1% | +10.6% | +17.5% | +18.1% |
| 3Y | +151.1% | +48.5% | +102.7% | +81.4% |
| 5Y | +125.2% | +39.9% | +85.3% | +70.9% |
| 10Y | +291.1% | +185.7% | +105.4% | +70.1% |
| All | +2,114.1% | +822.6% | +1,291.5% | +228.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling