-29.8%
NOW vs AEE
+10.4%
-40.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.7% |
| 7D | -4.1% | +1.1% | -5.2% | -3.3% |
| 30D | +2.9% | 0.0% | +2.9% | +3.0% |
| 3M | +22.6% | -0.9% | +23.5% | +23.6% |
| 6M | +7.5% | -2.4% | +9.9% | +8.7% |
| YTD | -14.4% | +8.6% | -23.1% | -8.1% |
| 1Y | -29.8% | +10.2% | -39.9% | -25.4% |
| All | -29.8% | +10.4% | -40.2% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling