+438.6%
PWR vs AEE
+38.5%
+400.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | -7.7% | -2.0% | -5.8% | -7.2% |
| 3M | -4.9% | -2.8% | -2.1% | -4.5% |
| 6M | +9.7% | -3.6% | +13.3% | +10.5% |
| YTD | +46.7% | +7.3% | +39.4% | +42.9% |
| 1Y | +58.7% | +8.7% | +50.0% | +53.8% |
| 3Y | +200.7% | +46.0% | +154.7% | +160.9% |
| 5Y | +438.6% | +39.8% | +398.8% | +361.6% |
| All | +438.6% | +38.5% | +400.0% | +361.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling