+366.0%
WDC vs AEE
+8.8%
+357.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -4.3% | -0.8% | -3.5% | -4.7% |
| 30D | -1.5% | -2.9% | +1.4% | -3.1% |
| 3M | -15.5% | -2.4% | -13.1% | -18.2% |
| 6M | +66.5% | -2.7% | +69.2% | +61.9% |
| YTD | +159.9% | +7.3% | +152.6% | +156.7% |
| 1Y | +366.0% | +7.5% | +358.4% | +373.4% |
| All | +366.0% | +8.8% | +357.2% | +373.4% |
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