+3,678.3%
TECH vs AEE
+879.2%
+2,799.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +0.3% | +9.7% | -9.4% | -2.8% |
| 3M | +1.0% | +5.8% | -4.8% | -1.0% |
| 6M | +54.0% | +4.5% | +49.5% | +51.3% |
| YTD | +24.3% | +15.8% | +8.5% | +17.7% |
| 1Y | +23.7% | +10.8% | +13.0% | +18.9% |
| 3Y | +28.5% | +62.8% | -34.3% | +7.7% |
| 5Y | -41.2% | +56.1% | -97.3% | -50.3% |
| 10Y | +189.2% | +216.4% | -27.3% | +87.3% |
| All | +3,678.3% | +879.2% | +2,799.1% | +1,462.3% |
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