+2,878.8%
SU vs AEE
+806.8%
+2,072.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.2% | -0.8% | +3.0% | +2.6% |
| 30D | +8.4% | -2.9% | +11.4% | +9.9% |
| 3M | +12.1% | -2.4% | +14.5% | +13.0% |
| 6M | +19.7% | -2.7% | +22.4% | +20.4% |
| YTD | +58.4% | +7.3% | +51.1% | +51.7% |
| 1Y | +67.2% | +7.5% | +59.7% | +59.7% |
| 3Y | +125.0% | +46.2% | +78.8% | +80.0% |
| 5Y | +355.1% | +39.7% | +315.4% | +267.0% |
| 10Y | +263.7% | +191.3% | +72.4% | +81.8% |
| All | +2,878.8% | +806.8% | +2,072.0% | +730.4% |
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