-24.5%
WU vs AEE
+341.1%
-365.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.6% |
| 7D | -4.9% | +1.1% | -6.0% | -5.5% |
| 30D | -1.3% | 0.0% | -1.3% | -1.3% |
| 3M | -3.6% | -0.9% | -2.7% | -3.4% |
| 6M | -24.3% | -2.4% | -21.9% | -23.9% |
| YTD | -21.1% | +8.6% | -29.7% | -25.2% |
| 1Y | -10.3% | +10.2% | -20.5% | -15.8% |
| 3Y | -28.4% | +47.8% | -76.2% | -43.5% |
| 5Y | -51.2% | +40.1% | -91.3% | -60.9% |
| 10Y | -39.6% | +195.0% | -234.7% | -70.5% |
| All | -24.5% | +341.1% | -365.5% | -76.4% |
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