+494.0%
TEAM vs AEIS
+531.1%
-37.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.2% | +2.2% |
| 7D | -7.8% | -0.2% | -7.6% | -7.8% |
| 30D | +16.5% | -16.4% | +33.0% | +21.4% |
| 3M | +96.2% | -11.1% | +107.3% | +93.8% |
| 6M | +130.2% | -12.0% | +142.2% | +120.1% |
| YTD | +10.7% | +30.9% | -20.1% | -10.9% |
| 1Y | +3.0% | +74.3% | -71.3% | -27.2% |
| 3Y | -13.1% | +165.2% | -178.3% | -49.9% |
| 5Y | -52.7% | +220.0% | -272.8% | -74.8% |
| All | +494.0% | +531.1% | -37.1% | +125.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling