+2,521.4%
PWR vs AEE
+191.1%
+2,330.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.2% |
| 7D | +4.2% | -0.8% | +5.0% | +4.5% |
| 30D | -4.0% | -2.9% | -1.1% | -3.1% |
| 3M | -4.8% | -2.4% | -2.4% | -4.3% |
| 6M | +14.6% | -2.7% | +17.3% | +15.2% |
| YTD | +54.2% | +7.3% | +47.0% | +50.0% |
| 1Y | +67.1% | +7.5% | +59.6% | +62.1% |
| 3Y | +218.5% | +46.2% | +172.2% | +173.3% |
| 5Y | +466.3% | +39.7% | +426.6% | +391.4% |
| All | +2,521.4% | +191.1% | +2,330.3% | +1,978.1% |
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