+59.8%
UBER vs AEE
+56.4%
+3.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | +1.6% | +1.7% | -0.1% | +1.4% |
| 30D | +0.6% | +9.7% | -9.2% | -0.5% |
| 3M | -8.2% | +5.9% | -14.1% | -8.8% |
| 6M | -6.7% | +6.7% | -13.4% | -7.4% |
| YTD | -14.7% | +17.4% | -32.1% | -16.6% |
| 1Y | -24.1% | +12.7% | -36.7% | -25.3% |
| 3Y | +33.4% | +68.2% | -34.8% | +23.6% |
| All | +59.8% | +56.4% | +3.4% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling