+696.9%
P vs AEE
+186.8%
+510.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +5.0% | +1.1% | +4.0% | +4.8% |
| 30D | -0.9% | 0.0% | -0.9% | -0.9% |
| 3M | +38.7% | -0.9% | +39.6% | +38.5% |
| 6M | +54.4% | -2.4% | +56.8% | +54.5% |
| YTD | +44.8% | +8.6% | +36.2% | +41.5% |
| 1Y | +22.5% | +10.2% | +12.4% | +19.0% |
| 3Y | +148.2% | +47.8% | +100.4% | +120.1% |
| 5Y | +268.9% | +40.1% | +228.8% | +227.8% |
| 10Y | +696.9% | +195.0% | +501.9% | +570.1% |
| All | +696.9% | +186.8% | +510.1% | +570.1% |
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