+3,233.5%
FLEX vs AEE
+813.9%
+2,419.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -10.1% | -2.3% | -7.9% | -9.2% |
| 3M | -31.3% | +0.2% | -31.6% | -32.1% |
| 6M | +71.3% | -4.7% | +76.0% | +73.1% |
| YTD | +81.2% | +8.1% | +73.1% | +71.6% |
| 1Y | +98.5% | +8.5% | +89.9% | +87.0% |
| 3Y | +428.2% | +48.9% | +379.4% | +311.6% |
| 5Y | +657.3% | +39.9% | +617.4% | +500.1% |
| 10Y | +995.9% | +186.5% | +809.4% | +455.4% |
| All | +3,233.5% | +813.9% | +2,419.6% | +933.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling