+2.0%
TEAM vs AEP
+18.5%
-16.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.2% |
| 7D | -4.7% | +0.9% | -5.6% | -3.9% |
| 30D | +17.0% | +1.5% | +15.5% | +18.8% |
| 3M | +85.9% | -1.7% | +87.6% | +83.6% |
| 6M | +116.7% | -4.0% | +120.7% | +111.6% |
| YTD | +9.6% | +10.6% | -1.0% | +17.2% |
| All | +2.0% | +18.5% | -16.6% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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