+26.0%
FLEX vs AEE
+12.0%
+14.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -3.3% |
| 7D | +7.5% | +1.7% | +5.8% | +8.5% |
| 30D | -25.3% | +9.7% | -35.0% | -20.8% |
| 3M | -39.7% | +5.9% | -45.6% | -37.5% |
| 6M | -47.9% | +6.7% | -54.6% | -46.2% |
| YTD | +24.1% | +17.4% | +6.7% | +24.3% |
| 1Y | +26.0% | +12.7% | +13.3% | +28.5% |
| All | +26.0% | +12.0% | +14.0% | +28.5% |
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