+1,394.6%
WDC vs AEE
+48.1%
+1,346.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.0% |
| 7D | +7.5% | +1.1% | +6.4% | +7.6% |
| 30D | +10.1% | 0.0% | +10.1% | +10.1% |
| 3M | -6.8% | -0.9% | -5.9% | -7.5% |
| 6M | +84.1% | -2.4% | +86.5% | +82.9% |
| YTD | +180.3% | +8.6% | +171.6% | +178.3% |
| 1Y | +411.1% | +10.2% | +400.9% | +407.4% |
| All | +1,394.6% | +48.1% | +1,346.5% | +1,495.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling