+1,151.9%
URI vs AEE
+219.0%
+932.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +9.3% | +0.6% | +8.7% | +9.1% |
| 30D | +7.6% | +8.8% | -1.2% | +4.1% |
| 3M | +1.0% | +5.1% | -4.0% | -0.9% |
| 6M | +19.8% | +5.2% | +14.7% | +17.2% |
| YTD | +41.9% | +16.1% | +25.8% | +33.5% |
| 1Y | +33.4% | +10.4% | +23.0% | +27.9% |
| 3Y | +156.0% | +63.1% | +92.9% | +107.7% |
| 5Y | +209.5% | +55.6% | +153.9% | +154.3% |
| All | +1,151.9% | +219.0% | +932.9% | +959.7% |
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