+179.9%
INTC vs AEE
+48.1%
+131.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +18.0% | +1.1% | +16.9% | +17.9% |
| 30D | +8.9% | 0.0% | +8.9% | +9.0% |
| 3M | -1.6% | -0.9% | -0.6% | -2.0% |
| 6M | +133.1% | -2.4% | +135.5% | +132.4% |
| YTD | +187.9% | +8.6% | +179.3% | +181.4% |
| 1Y | +334.7% | +10.2% | +324.5% | +322.4% |
| All | +179.9% | +48.1% | +131.8% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling