+79.2%
TEAM vs AEP
+0.2%
+79.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.3% |
| 7D | -16.9% | +2.5% | -19.4% | -15.4% |
| 30D | -26.8% | +3.4% | -30.2% | -24.7% |
| 3M | -1.9% | +4.2% | -6.1% | +1.7% |
| 6M | +79.2% | -0.8% | +80.0% | +77.6% |
| All | +79.2% | +0.2% | +79.0% | +77.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling