-92.0%
UUUU vs AEE
+369.8%
-461.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.3% |
| 7D | +1.8% | +1.1% | +0.8% | +1.4% |
| 30D | +1.8% | 0.0% | +1.8% | +1.7% |
| 3M | +1.3% | -0.9% | +2.2% | +1.0% |
| 6M | -26.8% | -2.4% | -24.4% | -26.7% |
| YTD | +0.1% | +8.6% | -8.6% | -4.7% |
| 1Y | +11.2% | +10.2% | +1.1% | +4.9% |
| 3Y | +97.7% | +47.8% | +49.9% | +58.7% |
| 5Y | +127.3% | +40.1% | +87.2% | +86.6% |
| 10Y | +532.6% | +195.0% | +337.6% | +251.3% |
| All | -92.0% | +369.8% | -461.8% | -96.7% |
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 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