+126.3%
WFC vs AEE
+65.0%
+61.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | +2.5% | +1.7% | +0.8% | +2.1% |
| 30D | +7.0% | +9.7% | -2.7% | +4.7% |
| 3M | -1.8% | +5.9% | -7.7% | -3.1% |
| 6M | +18.4% | +6.7% | +11.7% | +16.3% |
| YTD | -5.6% | +17.4% | -22.9% | -9.9% |
| 1Y | +3.9% | +12.7% | -8.8% | +0.3% |
| 3Y | +126.3% | +68.2% | +58.1% | +86.1% |
| All | +126.3% | +65.0% | +61.4% | +86.1% |
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