+17,476.5%
GILD vs AEE
+806.8%
+16,669.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.8% | -0.8% | -4.0% | -4.5% |
| 30D | +5.8% | -2.9% | +8.7% | +6.9% |
| 3M | +14.9% | -2.4% | +17.3% | +16.0% |
| 6M | -0.4% | -2.7% | +2.4% | +0.5% |
| YTD | +18.5% | +7.3% | +11.3% | +15.0% |
| 1Y | +25.1% | +7.5% | +17.6% | +21.1% |
| 3Y | +105.9% | +46.2% | +59.7% | +74.9% |
| 5Y | +143.0% | +39.7% | +103.3% | +108.2% |
| 10Y | +162.4% | +191.3% | -28.9% | +58.6% |
| All | +17,476.5% | +806.8% | +16,669.7% | +6,443.9% |
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