+991.6%
WDC vs AEE
+39.2%
+952.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.1% |
| 7D | +7.5% | +1.1% | +6.4% | +7.4% |
| 30D | +10.1% | 0.0% | +10.1% | +10.1% |
| 3M | -6.8% | -0.9% | -5.9% | -7.4% |
| 6M | +84.1% | -2.4% | +86.5% | +83.3% |
| YTD | +180.3% | +8.6% | +171.6% | +173.8% |
| 1Y | +411.1% | +10.2% | +400.9% | +397.1% |
| 3Y | +1,375.0% | +47.8% | +1,327.2% | +1,270.2% |
| 5Y | +991.6% | +40.1% | +951.5% | +898.5% |
| All | +991.6% | +39.2% | +952.4% | +898.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling