-14.3%
TEAM vs AEM
+301.1%
-315.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | -6.8% | +4.4% | -1.9% |
| 30D | -26.7% | +0.8% | -27.5% | -26.8% |
| 3M | -9.6% | -0.8% | -8.8% | -9.7% |
| 6M | +86.0% | -8.5% | +94.6% | +85.6% |
| YTD | -7.5% | +5.9% | -13.4% | -10.3% |
| 1Y | -1.4% | +6.6% | -8.0% | -4.5% |
| 3Y | -14.3% | +302.2% | -316.5% | -46.9% |
| All | -14.3% | +301.1% | -315.4% | -46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling