+102.3%
INTC vs AEE
+38.5%
+63.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.3% | -5.3% |
| 7D | +9.4% | -0.7% | +10.1% | +9.6% |
| 30D | +2.7% | -2.0% | +4.6% | +3.2% |
| 3M | -6.3% | -2.8% | -3.5% | -6.1% |
| 6M | +114.5% | -3.6% | +118.0% | +114.9% |
| YTD | +171.9% | +7.3% | +164.6% | +163.2% |
| 1Y | +305.0% | +8.7% | +296.3% | +289.1% |
| 3Y | +168.3% | +46.0% | +122.3% | +132.9% |
| 5Y | +102.3% | +39.8% | +62.5% | +80.1% |
| All | +102.3% | +38.5% | +63.8% | +80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling