+468.0%
UUUU vs AEE
+191.1%
+276.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -4.9% | -5.0% |
| 7D | -10.5% | -0.8% | -9.7% | -10.2% |
| 30D | -10.5% | -2.9% | -7.6% | -9.6% |
| 3M | -14.1% | -2.4% | -11.7% | -13.8% |
| 6M | -35.5% | -2.7% | -32.8% | -35.3% |
| YTD | -10.9% | +7.3% | -18.2% | -14.3% |
| 1Y | +3.4% | +7.5% | -4.2% | -1.0% |
| 3Y | +73.1% | +46.2% | +26.9% | +41.5% |
| 5Y | +87.1% | +39.7% | +47.4% | +56.5% |
| All | +468.0% | +191.1% | +276.8% | +297.3% |
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