+504.6%
NOW vs AEE
+205.5%
+299.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | +0.5% |
| 7D | -3.1% | +2.3% | -5.4% | -3.6% |
| 30D | -27.0% | +11.6% | -38.6% | -29.3% |
| 3M | -17.7% | +5.5% | -23.2% | -19.1% |
| 6M | +12.7% | +6.0% | +6.7% | +10.1% |
| YTD | -32.9% | +16.6% | -49.5% | -36.8% |
| 1Y | -40.4% | +12.1% | -52.4% | -43.2% |
| 3Y | -17.1% | +64.2% | -81.3% | -32.2% |
| 5Y | -25.7% | +59.1% | -84.8% | -39.0% |
| 10Y | +504.6% | +210.2% | +294.4% | +322.8% |
| All | +504.6% | +205.5% | +299.1% | +322.8% |
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 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