+1,188.5%
WDC vs AEE
+191.1%
+997.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -4.3% | -0.8% | -3.5% | -4.1% |
| 30D | -1.5% | -2.9% | +1.4% | -0.5% |
| 3M | -15.5% | -2.4% | -13.1% | -15.6% |
| 6M | +66.5% | -2.7% | +69.2% | +66.1% |
| YTD | +159.9% | +7.3% | +152.6% | +150.2% |
| 1Y | +366.0% | +7.5% | +358.4% | +346.6% |
| 3Y | +1,285.8% | +46.2% | +1,239.6% | +1,063.5% |
| 5Y | +925.6% | +39.7% | +885.9% | +765.5% |
| All | +1,188.5% | +191.1% | +997.4% | +805.1% |
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 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