+4,386.3%
WDC vs AEE
+813.9%
+3,572.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.1% | +5.8% | +5.8% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | -10.0% | -2.3% | -7.7% | -9.1% |
| 3M | -18.8% | +0.2% | -19.0% | -19.7% |
| 6M | +79.0% | -4.7% | +83.8% | +80.3% |
| YTD | +171.6% | +8.1% | +163.5% | +160.2% |
| 1Y | +417.4% | +8.5% | +408.8% | +393.0% |
| 3Y | +1,251.8% | +48.9% | +1,202.9% | +1,010.6% |
| 5Y | +911.7% | +39.9% | +871.8% | +742.2% |
| 10Y | +1,399.6% | +186.5% | +1,213.1% | +806.7% |
| All | +4,386.3% | +813.9% | +3,572.5% | +1,904.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling