+8,985.2%
WWD vs AEE
+813.9%
+8,171.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | +1.3% | +0.3% | +1.0% | +1.1% |
| 30D | -7.2% | -2.3% | -4.9% | -5.9% |
| 3M | -3.8% | +0.2% | -4.1% | -4.3% |
| 6M | -9.9% | -4.7% | -5.2% | -7.8% |
| YTD | +14.8% | +8.1% | +6.7% | +9.0% |
| 1Y | +42.1% | +8.5% | +33.5% | +34.1% |
| 3Y | +170.8% | +48.9% | +121.9% | +106.7% |
| 5Y | +197.5% | +39.9% | +157.6% | +132.0% |
| 10Y | +477.8% | +186.5% | +291.3% | +175.4% |
| All | +8,985.2% | +813.9% | +8,171.3% | +2,404.6% |
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