+8,555.9%
WWD vs AEE
+892.1%
+7,663.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.2% |
| 7D | +4.0% | +1.7% | +2.3% | +3.0% |
| 30D | +0.4% | +9.7% | -9.3% | -5.1% |
| 3M | -7.9% | +5.9% | -13.8% | -11.2% |
| 6M | -10.6% | +6.7% | -17.3% | -14.5% |
| YTD | +9.4% | +17.4% | -8.0% | -1.3% |
| 1Y | +25.7% | +12.7% | +13.1% | +16.1% |
| 3Y | +148.5% | +68.2% | +80.3% | +76.7% |
| 5Y | +189.5% | +57.3% | +132.2% | +110.5% |
| 10Y | +451.8% | +220.6% | +231.1% | +146.2% |
| All | +8,555.9% | +892.1% | +7,663.8% | +2,168.9% |
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