+183.8%
WWD vs AEE
+38.5%
+145.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.0% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | -6.6% | -2.0% | -4.6% | -6.0% |
| 3M | -9.3% | -2.8% | -6.5% | -8.6% |
| 6M | -13.6% | -3.6% | -10.0% | -12.8% |
| YTD | +10.4% | +7.3% | +3.0% | +7.3% |
| 1Y | +39.9% | +8.7% | +31.2% | +35.1% |
| 3Y | +165.0% | +46.0% | +119.0% | +128.6% |
| 5Y | +183.8% | +39.8% | +144.0% | +145.0% |
| All | +183.8% | +38.5% | +145.2% | +145.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling