+626.9%
FLEX vs AEE
+211.4%
+415.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -13.6% | +3.0% | -16.6% | -14.4% |
| 30D | -36.5% | +11.2% | -47.7% | -38.7% |
| 3M | -36.4% | +7.0% | -43.4% | -37.9% |
| 6M | -46.5% | +5.7% | -52.2% | -47.8% |
| YTD | +25.9% | +16.2% | +9.7% | +18.2% |
| 1Y | +19.6% | +12.0% | +7.5% | +13.6% |
| 3Y | +287.0% | +63.4% | +223.6% | +213.3% |
| 5Y | +466.6% | +56.0% | +410.6% | +362.6% |
| 10Y | +626.9% | +217.4% | +409.6% | +437.6% |
| All | +626.9% | +211.4% | +415.5% | +437.6% |
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