+1,086.7%
FLEX vs AEE
+186.8%
+899.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +6.4% | +1.1% | +5.3% | +6.0% |
| 30D | -5.9% | 0.0% | -5.9% | -5.9% |
| 3M | -23.5% | -0.9% | -22.5% | -23.7% |
| 6M | +83.7% | -2.4% | +86.1% | +83.5% |
| YTD | +86.5% | +8.6% | +77.9% | +79.1% |
| 1Y | +100.5% | +10.2% | +90.3% | +91.3% |
| 3Y | +469.8% | +47.8% | +422.0% | +378.7% |
| 5Y | +725.7% | +40.1% | +685.6% | +602.6% |
| 10Y | +1,086.7% | +195.0% | +891.7% | +795.8% |
| All | +1,086.7% | +186.8% | +899.9% | +795.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling