+303.8%
TD vs AEE
+191.1%
+112.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.5% | -0.8% | +0.2% | -0.3% |
| 30D | -1.9% | -2.9% | +1.0% | -1.0% |
| 3M | +4.8% | -2.4% | +7.2% | +5.3% |
| 6M | +28.0% | -2.7% | +30.7% | +28.7% |
| YTD | +30.3% | +7.3% | +23.0% | +26.6% |
| 1Y | +59.8% | +7.5% | +52.2% | +54.9% |
| 3Y | +124.7% | +46.2% | +78.5% | +93.6% |
| 5Y | +127.0% | +39.7% | +87.3% | +97.1% |
| All | +303.8% | +191.1% | +112.7% | +203.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling