+322.4%
NET vs AEE
+58.0%
+264.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.0% | -2.0% |
| 7D | -16.4% | +4.7% | -21.1% | -15.5% |
| 30D | -25.8% | +13.4% | -39.3% | -23.9% |
| 3M | -11.5% | +4.1% | -15.6% | -10.5% |
| 6M | +18.9% | +2.0% | +16.9% | +20.5% |
| YTD | +35.2% | +15.6% | +19.6% | +37.3% |
| 1Y | +14.5% | +14.1% | +0.3% | +16.3% |
| All | +322.4% | +58.0% | +264.4% | +329.5% |
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