+1,182.4%
URI vs AEE
+211.4%
+971.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.9% |
| 7D | -6.0% | +3.0% | -9.0% | -7.1% |
| 30D | +4.6% | +11.2% | -6.6% | +0.3% |
| 3M | -2.7% | +7.0% | -9.7% | -5.3% |
| 6M | +18.4% | +5.7% | +12.7% | +15.5% |
| YTD | +37.4% | +16.2% | +21.1% | +29.2% |
| 1Y | +30.4% | +12.0% | +18.3% | +24.3% |
| 3Y | +147.9% | +63.4% | +84.5% | +100.9% |
| 5Y | +202.1% | +56.0% | +146.0% | +147.7% |
| 10Y | +1,182.4% | +217.4% | +965.1% | +962.9% |
| All | +1,182.4% | +211.4% | +971.0% | +962.9% |
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