+506.3%
NOW vs AEE
+211.4%
+294.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -8.7% | +3.0% | -11.7% | -9.4% |
| 30D | -29.3% | +11.2% | -40.5% | -31.4% |
| 3M | -21.8% | +7.0% | -28.8% | -23.5% |
| 6M | +9.2% | +5.7% | +3.5% | +6.9% |
| YTD | -35.0% | +16.2% | -51.2% | -38.7% |
| 1Y | -42.5% | +12.0% | -54.6% | -45.2% |
| 3Y | -21.5% | +63.4% | -84.9% | -35.6% |
| 5Y | -25.8% | +56.0% | -81.8% | -38.5% |
| 10Y | +506.3% | +217.4% | +289.0% | +339.6% |
| All | +506.3% | +211.4% | +294.9% | +339.6% |
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