+15.1%
TEAM vs AEIS
+6.2%
+8.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -11.1% | +10.5% | -3.2% |
| 7D | -13.7% | -12.7% | -1.0% | -16.5% |
| 30D | -3.4% | -28.8% | +25.4% | -11.7% |
| 3M | +72.1% | -38.0% | +110.1% | +52.6% |
| 6M | +103.8% | -45.3% | +149.1% | +83.3% |
| YTD | +17.1% | +1.1% | +16.0% | +10.8% |
| 1Y | +15.1% | +8.6% | +6.5% | +8.4% |
| All | +15.1% | +6.2% | +8.8% | +8.4% |
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