+2,466.9%
WMT vs AEE
+818.5%
+1,648.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.2% | +1.1% | -1.3% | -0.6% |
| 30D | -5.8% | 0.0% | -5.8% | -5.8% |
| 3M | -10.8% | -0.9% | -9.9% | -10.6% |
| 6M | -14.3% | -2.4% | -11.9% | -13.8% |
| YTD | -4.4% | +8.6% | -13.0% | -7.2% |
| 1Y | +4.3% | +10.2% | -5.8% | +0.8% |
| 3Y | +100.1% | +47.8% | +52.2% | +73.8% |
| 5Y | +130.8% | +40.1% | +90.7% | +102.6% |
| 10Y | +433.7% | +195.0% | +238.7% | +259.0% |
| All | +2,466.9% | +818.5% | +1,648.4% | +964.1% |
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 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