+252.8%
SPOT vs AEE
+135.7%
+117.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | +7.4% | -2.9% | +10.3% | +7.7% |
| 3M | +8.2% | -2.4% | +10.6% | +8.4% |
| 6M | +2.2% | -2.7% | +4.9% | +2.4% |
| YTD | -9.5% | +7.3% | -16.7% | -10.3% |
| 1Y | -23.8% | +7.5% | -31.4% | -24.6% |
| 3Y | +233.5% | +46.2% | +187.3% | +219.2% |
| 5Y | +112.2% | +39.7% | +72.5% | +103.8% |
| All | +252.8% | +135.7% | +117.1% | +268.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling