+130.4%
TD vs AEE
+65.0%
+65.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +1.1% | +1.7% | -0.6% | +0.8% |
| 30D | +5.2% | +9.7% | -4.5% | +3.4% |
| 3M | +1.2% | +5.9% | -4.7% | +0.1% |
| 6M | +17.7% | +6.7% | +11.0% | +15.9% |
| YTD | +34.2% | +17.4% | +16.9% | +29.6% |
| 1Y | +55.4% | +12.7% | +42.8% | +51.3% |
| 3Y | +130.4% | +68.2% | +62.2% | +96.0% |
| All | +130.4% | +65.0% | +65.4% | +96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling