+327.1%
NET vs AEE
+49.1%
+277.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -7.0% | +0.3% | -7.3% | -6.9% |
| 30D | -4.8% | -2.3% | -2.5% | -5.1% |
| 3M | +3.8% | +0.2% | +3.6% | +4.0% |
| 6M | +50.0% | -4.7% | +54.8% | +49.8% |
| YTD | +41.5% | +8.1% | +33.4% | +41.1% |
| 1Y | +32.8% | +8.5% | +24.3% | +32.4% |
| All | +327.1% | +49.1% | +277.9% | +315.8% |
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 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