+65,302.9%
NFLX vs AEE
+562.5%
+64,740.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.4% | -5.4% |
| 7D | -4.2% | +0.3% | -4.6% | -4.4% |
| 30D | +5.5% | -2.3% | +7.7% | +6.3% |
| 3M | -4.1% | +0.2% | -4.3% | -4.3% |
| 6M | -20.7% | -4.7% | -15.9% | -19.5% |
| YTD | -16.5% | +8.1% | -24.6% | -19.2% |
| 1Y | -37.8% | +8.5% | -46.3% | -40.0% |
| 3Y | +77.9% | +48.9% | +29.0% | +49.7% |
| 5Y | +32.5% | +39.9% | -7.4% | +12.5% |
| 10Y | +703.6% | +186.5% | +517.0% | +363.2% |
| All | +65,302.9% | +562.5% | +64,740.4% | +19,078.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling