-53.8%
TEAM vs AEIS
+228.8%
-282.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.8% | -9.7% | -7.7% |
| 7D | -5.7% | +8.1% | -13.8% | -7.6% |
| 30D | +18.3% | -11.1% | +29.5% | +21.1% |
| 3M | +80.2% | -5.6% | +85.9% | +74.4% |
| 6M | +111.0% | -0.6% | +111.6% | +89.7% |
| YTD | +8.8% | +38.0% | -29.2% | -19.7% |
| 1Y | +2.2% | +87.2% | -85.1% | -38.1% |
| 3Y | -14.6% | +179.7% | -194.3% | -62.4% |
| 5Y | -53.8% | +241.7% | -295.5% | -83.7% |
| All | -53.8% | +228.8% | -282.6% | -83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling