+228.4%
UNH vs AEE
+191.1%
+37.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -4.5% | -0.8% | -3.8% | -4.2% |
| 30D | -6.5% | -2.9% | -3.6% | -5.3% |
| 3M | -6.0% | -2.4% | -3.6% | -5.1% |
| 6M | +33.7% | -2.7% | +36.4% | +34.8% |
| YTD | +16.4% | +7.3% | +9.1% | +12.0% |
| 1Y | +10.1% | +7.5% | +2.5% | +5.7% |
| 3Y | -16.3% | +46.2% | -62.5% | -31.9% |
| 5Y | +2.1% | +39.7% | -37.6% | -15.9% |
| All | +228.4% | +191.1% | +37.2% | +110.8% |
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 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