+32.8%
EXPD vs AEE
+11.6%
+21.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -7.2% | +2.1% | -9.3% | -6.9% |
| 30D | -3.3% | +11.4% | -14.6% | -2.0% |
| 3M | +3.4% | +5.0% | -1.6% | +4.0% |
| 6M | +22.7% | +4.4% | +18.3% | +23.8% |
| YTD | +24.5% | +15.4% | +9.1% | +27.5% |
| All | +32.8% | +11.6% | +21.3% | +38.5% |
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