+72.4%
UBER vs AEE
+81.1%
-8.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -0.8% | -4.6% | -5.3% |
| 30D | -4.9% | -2.9% | -2.0% | -4.4% |
| 3M | +3.0% | -2.4% | +5.5% | +3.5% |
| 6M | -4.4% | -2.7% | -1.7% | -4.1% |
| YTD | -12.3% | +7.3% | -19.5% | -13.6% |
| 1Y | -24.3% | +7.5% | -31.9% | -25.5% |
| 3Y | +46.4% | +46.2% | +0.2% | +35.3% |
| 5Y | +79.7% | +39.7% | +40.0% | +66.8% |
| All | +72.4% | +81.1% | -8.6% | +64.6% |
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