+5,993.3%
FIX vs AEE
+185.4%
+5,807.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.9% |
| 7D | +6.1% | +1.3% | +4.7% | +5.5% |
| 30D | -2.7% | -1.2% | -1.4% | -2.1% |
| 3M | -10.9% | +1.0% | -12.0% | -12.1% |
| 6M | +29.0% | -2.3% | +31.3% | +29.2% |
| YTD | +76.9% | +9.1% | +67.7% | +68.3% |
| 1Y | +130.7% | +10.6% | +120.2% | +117.5% |
| 3Y | +790.7% | +48.5% | +742.2% | +611.1% |
| 5Y | +2,185.6% | +39.9% | +2,145.7% | +1,763.3% |
| 10Y | +5,993.3% | +185.7% | +5,807.6% | +3,989.1% |
| All | +5,993.3% | +185.4% | +5,807.9% | +3,989.1% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling