+3.0%
TEAM vs AEE
+9.0%
-6.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | 0.0% |
| 7D | -7.8% | -0.7% | -7.1% | -8.2% |
| 30D | +16.5% | -2.0% | +18.5% | +14.7% |
| 3M | +96.2% | -2.8% | +99.0% | +93.4% |
| 6M | +130.2% | -3.6% | +133.8% | +127.8% |
| YTD | +10.7% | +7.3% | +3.4% | +15.3% |
| 1Y | +3.0% | +8.7% | -5.7% | +4.5% |
| All | +3.0% | +9.0% | -6.0% | +4.5% |
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