+1,972.6%
NOW vs AEE
+429.4%
+1,543.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.0% | +2.1% | -5.1% | -3.5% |
| 30D | -26.0% | +11.4% | -37.4% | -28.3% |
| 3M | -13.1% | +5.0% | -18.1% | -14.5% |
| 6M | +14.5% | +4.4% | +10.1% | +12.4% |
| YTD | -33.4% | +15.4% | -48.8% | -37.0% |
| 1Y | -40.6% | +13.8% | -54.4% | -43.6% |
| 3Y | -16.3% | +58.0% | -74.3% | -29.6% |
| 5Y | -26.3% | +52.9% | -79.3% | -37.8% |
| 10Y | +512.7% | +205.1% | +307.6% | +322.3% |
| All | +1,972.6% | +429.4% | +1,543.2% | +997.7% |
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