-37.8%
NFLX vs AEE
+8.8%
-46.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.4% | -5.4% |
| 7D | -4.2% | +0.3% | -4.6% | -4.3% |
| 30D | +5.5% | -2.3% | +7.7% | +5.7% |
| 3M | -4.1% | +0.2% | -4.3% | -3.3% |
| 6M | -20.7% | -4.7% | -15.9% | -20.2% |
| YTD | -16.5% | +8.1% | -24.6% | -13.2% |
| 1Y | -37.8% | +8.5% | -46.3% | -35.8% |
| All | -37.8% | +8.8% | -46.6% | -35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling