+448.2%
NFLX vs AEE
+222.5%
+225.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | -2.0% | +1.7% | -3.7% | -2.3% |
| 30D | -11.9% | +9.7% | -21.7% | -13.4% |
| 3M | -20.6% | +5.9% | -26.5% | -21.4% |
| 6M | -29.0% | +6.7% | -35.7% | -29.9% |
| YTD | -33.7% | +17.4% | -51.1% | -35.7% |
| 1Y | -46.2% | +12.7% | -58.8% | -47.4% |
| 3Y | +39.8% | +68.2% | -28.4% | +26.0% |
| 5Y | -9.0% | +57.3% | -66.3% | -17.3% |
| All | +448.2% | +222.5% | +225.7% | +350.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling