+831.9%
INTC vs AEE
+813.9%
+18.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +7.1% | +0.3% | +6.7% | +6.9% |
| 30D | -5.2% | -2.3% | -2.9% | -4.3% |
| 3M | -14.3% | +0.2% | -14.5% | -15.2% |
| 6M | +110.2% | -4.7% | +114.9% | +112.5% |
| YTD | +159.6% | +8.1% | +151.5% | +148.2% |
| 1Y | +289.3% | +8.5% | +280.7% | +270.1% |
| 3Y | +166.1% | +48.9% | +117.2% | +116.6% |
| 5Y | +94.4% | +39.9% | +54.5% | +61.0% |
| 10Y | +227.7% | +186.5% | +41.2% | +91.6% |
| All | +831.9% | +813.9% | +18.0% | +251.2% |
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