+8,390.6%
PWR vs AEE
+947.9%
+7,442.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +3.6% | +0.3% | +3.3% | +3.4% |
| 30D | -8.6% | -2.3% | -6.3% | -7.5% |
| 3M | -13.2% | +0.2% | -13.4% | -13.8% |
| 6M | +9.9% | -4.7% | +14.6% | +11.9% |
| YTD | +48.0% | +8.1% | +39.9% | +41.6% |
| 1Y | +66.2% | +8.5% | +57.6% | +58.3% |
| 3Y | +195.1% | +48.9% | +146.2% | +135.0% |
| 5Y | +442.6% | +39.9% | +402.6% | +340.6% |
| 10Y | +2,334.2% | +186.5% | +2,147.7% | +1,165.9% |
| All | +8,390.6% | +947.9% | +7,442.7% | +2,913.5% |
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