+12.8%
TEAM vs AEIS
+93.3%
-80.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.0% | -2.0% |
| 7D | -0.4% | +3.0% | -3.4% | +0.3% |
| 30D | +67.3% | -14.6% | +81.9% | +60.8% |
| 3M | +86.8% | -12.4% | +99.2% | +84.8% |
| 6M | +146.8% | -15.0% | +161.8% | +145.9% |
| YTD | +16.9% | +34.3% | -17.4% | +17.3% |
| 1Y | +12.8% | +87.4% | -74.6% | +19.6% |
| All | +12.8% | +93.3% | -80.5% | +19.6% |
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