-40.4%
WU vs AEE
+191.1%
-231.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.5% | -0.8% | -2.7% | -3.2% |
| 30D | -2.9% | -2.9% | 0.0% | -1.8% |
| 3M | -2.3% | -2.4% | +0.1% | -1.5% |
| 6M | -25.4% | -2.7% | -22.7% | -24.9% |
| YTD | -21.2% | +7.3% | -28.5% | -24.0% |
| 1Y | -8.9% | +7.5% | -16.4% | -12.3% |
| 3Y | -29.0% | +46.2% | -75.2% | -40.7% |
| 5Y | -50.7% | +39.7% | -90.5% | -58.4% |
| All | -40.4% | +191.1% | -231.5% | -59.3% |
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 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