+27.2%
NFLX vs AEE
+39.2%
-11.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -8.1% | +1.1% | -9.2% | -8.2% |
| 30D | -0.3% | 0.0% | -0.3% | -0.3% |
| 3M | -6.6% | -0.9% | -5.7% | -6.5% |
| 6M | -22.7% | -2.4% | -20.3% | -22.4% |
| YTD | -18.9% | +8.6% | -27.6% | -19.6% |
| 1Y | -39.8% | +10.2% | -50.0% | -40.5% |
| 3Y | +71.7% | +47.8% | +23.9% | +63.6% |
| 5Y | +27.2% | +40.1% | -12.9% | +23.2% |
| All | +27.2% | +39.2% | -11.9% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling