+82.2%
UBER vs AEE
+82.5%
-0.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -3.9% | +0.3% | -4.2% | -3.9% |
| 30D | +11.1% | -2.3% | +13.4% | +11.5% |
| 3M | +4.9% | +0.2% | +4.7% | +4.9% |
| 6M | -1.2% | -4.7% | +3.6% | -0.5% |
| YTD | -7.3% | +8.1% | -15.4% | -8.8% |
| 1Y | -17.6% | +8.5% | -26.2% | -19.1% |
| 3Y | +61.1% | +48.9% | +12.2% | +48.2% |
| 5Y | +87.9% | +39.9% | +48.0% | +74.4% |
| All | +82.2% | +82.5% | -0.2% | +73.8% |
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