+790.0%
NOW vs AEE
+185.4%
+604.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.0% | -5.9% | -5.3% |
| 7D | -6.1% | +1.3% | -7.4% | -6.4% |
| 30D | +7.5% | -1.2% | +8.7% | +7.8% |
| 3M | +17.5% | +1.0% | +16.5% | +16.9% |
| 6M | +7.9% | -2.3% | +10.2% | +7.8% |
| YTD | -12.4% | +9.1% | -21.5% | -15.8% |
| 1Y | -28.6% | +10.6% | -39.1% | -31.8% |
| 3Y | +11.8% | +48.5% | -36.7% | -5.4% |
| 5Y | +2.6% | +39.9% | -37.2% | -11.8% |
| 10Y | +790.0% | +185.7% | +604.3% | +529.2% |
| All | +790.0% | +185.4% | +604.6% | +529.2% |
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 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