+62.6%
TD vs AEIS
+6.2%
+56.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -11.1% | +13.9% | +3.7% |
| 7D | +1.4% | -12.7% | +14.1% | +2.4% |
| 30D | +10.2% | -28.8% | +39.1% | +13.4% |
| 3M | +8.1% | -38.0% | +46.1% | +12.6% |
| 6M | +22.3% | -45.3% | +67.6% | +28.0% |
| YTD | +39.0% | +1.1% | +37.9% | +38.6% |
| 1Y | +62.6% | +8.6% | +54.0% | +61.5% |
| All | +62.6% | +6.2% | +56.4% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling