+562.3%
SE vs AEE
+120.6%
+441.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | -4.8% | -0.7% | -4.1% | -4.6% |
| 30D | -18.1% | -2.0% | -16.1% | -17.7% |
| 3M | +30.6% | -2.8% | +33.5% | +31.3% |
| 6M | +20.8% | -3.6% | +24.3% | +21.4% |
| YTD | -15.6% | +7.3% | -22.9% | -18.3% |
| 1Y | -44.2% | +8.7% | -52.9% | -46.4% |
| 3Y | +181.5% | +46.0% | +135.5% | +139.4% |
| 5Y | -66.9% | +39.8% | -106.7% | -71.7% |
| All | +562.3% | +120.6% | +441.7% | +330.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling