+183.5%
TECH vs AEE
+191.3%
-7.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | 0.0% | -2.0% | +2.0% | +0.6% |
| 3M | +37.4% | -2.8% | +40.3% | +38.6% |
| 6M | +36.9% | -3.6% | +40.4% | +38.1% |
| YTD | +23.1% | +7.3% | +15.8% | +19.8% |
| 1Y | +42.2% | +8.7% | +33.5% | +37.7% |
| 3Y | +1.9% | +46.0% | -44.1% | -10.9% |
| 5Y | -42.9% | +39.8% | -82.7% | -49.6% |
| All | +183.5% | +191.3% | -7.8% | +127.6% |
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