+33.4%
UBER vs AEE
+65.0%
-31.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.8% |
| 7D | +1.6% | +1.7% | -0.1% | +1.6% |
| 30D | +0.6% | +9.7% | -9.2% | +0.6% |
| 3M | -8.2% | +5.9% | -14.1% | -8.2% |
| 6M | -6.7% | +6.7% | -13.4% | -6.5% |
| YTD | -14.7% | +17.4% | -32.1% | -14.7% |
| 1Y | -24.1% | +12.7% | -36.7% | -24.0% |
| 3Y | +33.4% | +68.2% | -34.8% | +37.0% |
| All | +33.4% | +65.0% | -31.6% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling