+25.0%
FLEX vs AEE
+13.9%
+11.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +2.5% | -14.8% | -10.7% |
| 7D | -17.0% | +4.7% | -21.7% | -14.4% |
| 30D | -33.8% | +13.4% | -47.3% | -29.0% |
| 3M | -39.0% | +4.1% | -43.1% | -37.6% |
| 6M | -15.9% | +2.0% | -17.9% | -14.6% |
| YTD | +27.8% | +15.6% | +12.2% | +29.0% |
| 1Y | +25.0% | +14.1% | +10.8% | +26.9% |
| All | +25.0% | +13.9% | +11.1% | +26.9% |
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