+30.4%
GDDY vs AEE
+38.7%
-8.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -3.2% | -0.8% | -2.4% | -3.1% |
| 30D | +6.8% | -2.9% | +9.7% | +7.4% |
| 3M | +30.5% | -2.4% | +32.9% | +31.1% |
| 6M | +13.3% | -2.7% | +16.0% | +13.7% |
| YTD | -21.0% | +7.3% | -28.2% | -22.7% |
| 1Y | -34.0% | +7.5% | -41.5% | -35.6% |
| 3Y | +33.1% | +46.2% | -13.1% | +20.7% |
| All | +30.4% | +38.7% | -8.3% | +19.1% |
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