+113.2%
WDC vs AEE
+13.9%
+99.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.5% | -9.2% | -5.2% |
| 7D | -18.3% | +4.7% | -23.0% | -15.9% |
| 30D | -26.7% | +13.4% | -40.1% | -21.1% |
| 3M | -40.9% | +4.1% | -45.0% | -38.9% |
| 6M | -26.8% | +2.0% | -28.8% | -24.7% |
| YTD | +88.2% | +15.6% | +72.6% | +84.1% |
| 1Y | +113.2% | +14.1% | +99.1% | +110.6% |
| All | +113.2% | +13.9% | +99.3% | +110.6% |
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