+561.8%
GWW vs AEE
+191.1%
+370.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -3.4% | -0.8% | -2.6% | -3.1% |
| 30D | -1.9% | -2.9% | +1.0% | -0.8% |
| 3M | -2.4% | -2.4% | 0.0% | -1.7% |
| 6M | +15.7% | -2.7% | +18.4% | +16.5% |
| YTD | +27.6% | +7.3% | +20.3% | +23.1% |
| 1Y | +27.2% | +7.5% | +19.6% | +22.4% |
| 3Y | +89.7% | +46.2% | +43.5% | +57.6% |
| 5Y | +223.9% | +39.7% | +184.2% | +173.5% |
| All | +561.8% | +191.1% | +370.6% | +410.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling