+15.1%
TEAM vs AEE
+13.9%
+1.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | +1.7% |
| 7D | -13.7% | +4.7% | -18.4% | -9.6% |
| 30D | -3.4% | +13.4% | -16.9% | +9.1% |
| 3M | +72.1% | +4.1% | +68.1% | +79.6% |
| 6M | +103.8% | +2.0% | +101.8% | +113.1% |
| YTD | +17.1% | +15.6% | +1.5% | +32.8% |
| 1Y | +15.1% | +14.1% | +1.0% | +30.3% |
| All | +15.1% | +13.9% | +1.2% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling