+802.8%
TEAM vs AEE
+240.6%
+562.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -0.4% | +0.3% | -0.8% | -0.5% |
| 30D | +67.3% | -2.3% | +69.6% | +67.8% |
| 3M | +86.8% | +0.2% | +86.6% | +86.5% |
| 6M | +146.8% | -4.7% | +151.6% | +147.6% |
| YTD | +16.9% | +8.1% | +8.8% | +14.4% |
| 1Y | +12.8% | +8.5% | +4.2% | +10.1% |
| 3Y | -7.3% | +48.9% | -56.2% | -16.0% |
| 5Y | -50.7% | +39.9% | -90.6% | -54.8% |
| 10Y | +529.8% | +186.5% | +343.3% | +450.3% |
| All | +802.8% | +240.6% | +562.2% | +810.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling