+31.5%
Q vs AEE
+11.8%
+19.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.3% |
| 7D | +6.6% | +0.2% | +6.4% | +6.6% |
| 30D | +2.7% | +9.7% | -7.0% | +3.7% |
| 3M | -8.4% | +5.8% | -14.2% | -7.6% |
| 6M | -17.3% | +4.5% | -21.8% | -17.2% |
| YTD | +55.3% | +15.8% | +39.5% | +48.8% |
| 1Y | +31.5% | +10.8% | +20.7% | +28.6% |
| All | +31.5% | +11.8% | +19.7% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling