+226.4%
WY vs AEE
+822.6%
-596.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -2.0% |
| 7D | -2.1% | +1.3% | -3.4% | -2.9% |
| 30D | -10.5% | -1.2% | -9.2% | -9.9% |
| 3M | -4.9% | +1.0% | -5.9% | -5.6% |
| 6M | -4.9% | -2.3% | -2.6% | -3.7% |
| YTD | -1.7% | +9.1% | -10.8% | -7.0% |
| 1Y | -9.4% | +10.6% | -19.9% | -15.2% |
| 3Y | -22.3% | +48.5% | -70.8% | -40.2% |
| 5Y | -20.5% | +39.9% | -60.4% | -37.4% |
| 10Y | +4.9% | +185.7% | -180.8% | -46.4% |
| All | +226.4% | +822.6% | -596.2% | -12.6% |
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