+9,127.5%
QLD vs AEE
+369.5%
+8,757.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | +0.6% | +0.3% | +0.2% | +0.3% |
| 30D | -0.1% | -2.3% | +2.1% | +1.7% |
| 3M | -8.4% | +0.2% | -8.6% | -10.1% |
| 6M | +32.2% | -4.7% | +37.0% | +34.6% |
| YTD | +28.9% | +8.1% | +20.8% | +17.0% |
| 1Y | +43.8% | +8.5% | +35.3% | +29.2% |
| 3Y | +176.6% | +48.9% | +127.7% | +77.4% |
| 5Y | +121.6% | +39.9% | +81.7% | +49.0% |
| 10Y | +1,652.9% | +186.5% | +1,466.4% | +449.6% |
| All | +9,127.5% | +369.5% | +8,757.9% | +1,450.3% |
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