+142.7%
WFC vs AEE
+191.3%
-48.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.3% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +2.3% | -2.0% | +4.3% | +3.1% |
| 3M | +9.8% | -2.8% | +12.6% | +10.8% |
| 6M | +15.6% | -3.6% | +19.1% | +16.8% |
| YTD | -2.4% | +7.3% | -9.8% | -6.3% |
| 1Y | +13.8% | +8.7% | +5.1% | +8.5% |
| 3Y | +134.6% | +46.0% | +88.6% | +92.7% |
| 5Y | +127.9% | +39.8% | +88.1% | +88.0% |
| All | +142.7% | +191.3% | -48.6% | +91.8% |
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