+67.6%
UBER vs AEE
+98.1%
-30.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | +1.6% | +1.7% | -0.1% | +1.3% |
| 30D | +0.6% | +9.7% | -9.2% | -1.0% |
| 3M | -8.2% | +5.9% | -14.1% | -9.1% |
| 6M | -6.7% | +6.7% | -13.4% | -7.8% |
| YTD | -14.7% | +17.4% | -32.1% | -17.3% |
| 1Y | -24.1% | +12.7% | -36.7% | -25.8% |
| 3Y | +33.4% | +68.2% | -34.8% | +20.1% |
| 5Y | +54.5% | +57.3% | -2.8% | +40.4% |
| All | +67.6% | +98.1% | -30.4% | +57.6% |
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 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