+30.4%
URI vs AEE
+12.4%
+18.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.1% |
| 3M | -2.7% | +7.0% | -9.7% | -5.4% |
| 6M | +18.4% | +5.7% | +12.7% | +15.3% |
| YTD | +37.4% | +16.2% | +21.1% | +30.2% |
| 1Y | +30.4% | +12.0% | +18.3% | +27.1% |
| All | +30.4% | +12.4% | +18.0% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling