+870.8%
WFC vs AEE
+892.1%
-21.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.3% |
| 7D | +2.5% | +1.7% | +0.8% | +1.5% |
| 30D | +7.0% | +9.7% | -2.7% | +1.2% |
| 3M | -1.8% | +5.9% | -7.7% | -5.2% |
| 6M | +18.4% | +6.7% | +11.7% | +13.2% |
| YTD | -5.6% | +17.4% | -22.9% | -15.3% |
| 1Y | +3.9% | +12.7% | -8.8% | -4.6% |
| 3Y | +126.3% | +68.2% | +58.1% | +59.6% |
| 5Y | +91.1% | +57.3% | +33.8% | +37.1% |
| 10Y | +118.5% | +220.6% | -102.1% | -6.4% |
| All | +870.8% | +892.1% | -21.3% | +76.2% |
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