+4,081.0%
GWW vs AEE
+822.6%
+3,258.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -3.1% |
| 7D | -1.5% | +1.3% | -2.8% | -2.1% |
| 30D | +1.1% | -1.2% | +2.3% | +1.6% |
| 3M | -1.0% | +1.0% | -2.0% | -1.7% |
| 6M | +16.3% | -2.3% | +18.6% | +16.9% |
| YTD | +28.5% | +9.1% | +19.4% | +23.0% |
| 1Y | +30.3% | +10.6% | +19.7% | +23.8% |
| 3Y | +91.6% | +48.5% | +43.1% | +57.5% |
| 5Y | +224.0% | +39.9% | +184.1% | +172.2% |
| 10Y | +551.3% | +185.7% | +365.6% | +291.0% |
| All | +4,081.0% | +822.6% | +3,258.4% | +1,357.7% |
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