+77.2%
EXPD vs AEE
+65.0%
+12.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | +5.5% | +1.7% | +3.8% | +5.4% |
| 30D | -0.8% | +9.7% | -10.5% | -1.7% |
| 3M | +4.1% | +5.9% | -1.8% | +3.6% |
| 6M | +25.7% | +6.7% | +19.0% | +24.8% |
| YTD | +31.4% | +17.4% | +14.0% | +28.2% |
| 1Y | +42.2% | +12.7% | +29.5% | +39.7% |
| 3Y | +77.2% | +68.2% | +9.0% | +59.0% |
| All | +77.2% | +65.0% | +12.2% | +59.0% |
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 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