+12.8%
TEAM vs AEM
+40.5%
-27.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.5% | -2.7% |
| 7D | -0.4% | -0.5% | +0.1% | -0.5% |
| 30D | +67.3% | +24.0% | +43.3% | +69.3% |
| 3M | +86.8% | +16.1% | +70.7% | +87.4% |
| 6M | +146.8% | -11.6% | +158.4% | +138.3% |
| YTD | +16.9% | +21.5% | -4.6% | +15.2% |
| 1Y | +12.8% | +39.2% | -26.4% | +8.7% |
| All | +12.8% | +40.5% | -27.7% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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