+726.2%
FLEX vs AEE
+42.4%
+683.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.1% | +4.4% |
| 7D | +7.0% | +0.6% | +6.4% | +6.9% |
| 30D | -5.8% | -1.9% | -3.9% | -5.6% |
| 3M | -24.2% | +0.3% | -24.5% | -24.7% |
| 6M | +90.8% | -3.0% | +93.8% | +90.3% |
| YTD | +89.2% | +8.4% | +80.8% | +84.1% |
| 1Y | +104.7% | +9.8% | +94.9% | +98.5% |
| 3Y | +478.1% | +47.4% | +430.6% | +415.1% |
| 5Y | +726.2% | +38.9% | +687.3% | +655.8% |
| All | +726.2% | +42.4% | +683.8% | +655.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling