+318.3%
INTC vs AEE
+8.8%
+309.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.6% |
| 7D | +7.5% | -0.8% | +8.2% | +7.1% |
| 30D | +2.0% | -2.9% | +4.9% | +0.7% |
| 3M | -12.0% | -2.4% | -9.6% | -13.2% |
| 6M | +114.5% | -2.7% | +117.3% | +112.5% |
| YTD | +179.0% | +7.3% | +171.7% | +189.1% |
| 1Y | +318.3% | +7.5% | +310.7% | +362.8% |
| All | +318.3% | +8.8% | +309.5% | +362.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling