+36.1%
EXPD vs AEE
+12.4%
+23.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -7.4% | +3.0% | -10.4% | -7.0% |
| 30D | -2.1% | +11.2% | -13.3% | -0.8% |
| 3M | +5.7% | +7.0% | -1.3% | +6.6% |
| 6M | +21.4% | +5.7% | +15.7% | +22.7% |
| YTD | +27.6% | +16.2% | +11.4% | +30.8% |
| 1Y | +36.1% | +12.0% | +24.1% | +42.0% |
| All | +36.1% | +12.4% | +23.7% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling