-53.1%
TEAM vs AEE
+39.2%
-92.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +0.8% |
| 7D | -4.7% | +1.1% | -5.7% | -4.8% |
| 30D | +17.0% | 0.0% | +17.0% | +17.0% |
| 3M | +85.9% | -0.9% | +86.8% | +85.8% |
| 6M | +116.7% | -2.4% | +119.1% | +116.3% |
| YTD | +9.6% | +8.6% | +1.0% | +6.4% |
| 1Y | -2.5% | +10.2% | -12.7% | -5.9% |
| 3Y | -14.0% | +47.8% | -61.8% | -26.0% |
| 5Y | -53.1% | +40.1% | -93.2% | -57.2% |
| All | -53.1% | +39.2% | -92.2% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling