+38.1%
Q vs AEE
+12.0%
+26.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.4% |
| 7D | +1.2% | +1.7% | -0.5% | +1.4% |
| 30D | -2.7% | +9.7% | -12.4% | -1.4% |
| 3M | -16.9% | +5.9% | -22.9% | -16.1% |
| 6M | -26.9% | +6.7% | -33.6% | -26.6% |
| YTD | +45.2% | +17.4% | +27.9% | +40.9% |
| 1Y | +38.1% | +12.7% | +25.5% | +36.0% |
| All | +38.1% | +12.0% | +26.2% | +36.0% |
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