+8,340.5%
UNH vs AEE
+822.6%
+7,517.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.5% |
| 7D | +1.1% | +1.3% | -0.2% | +0.5% |
| 30D | -1.5% | -1.2% | -0.3% | -1.0% |
| 3M | -0.8% | +1.0% | -1.9% | -1.5% |
| 6M | +41.8% | -2.3% | +44.1% | +42.7% |
| YTD | +23.1% | +9.1% | +13.9% | +17.1% |
| 1Y | +28.5% | +10.6% | +18.0% | +21.4% |
| 3Y | -11.8% | +48.5% | -60.3% | -29.5% |
| 5Y | +5.3% | +39.9% | -34.5% | -14.2% |
| 10Y | +247.4% | +185.7% | +61.7% | +91.3% |
| All | +8,340.5% | +822.6% | +7,517.9% | +2,359.2% |
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