+56.5%
TEL vs AEE
+38.7%
+17.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +1.6% | -0.8% | +2.4% | +1.8% |
| 30D | -0.7% | -2.9% | +2.3% | +0.1% |
| 3M | +2.4% | -2.4% | +4.8% | +2.7% |
| 6M | +4.1% | -2.7% | +6.8% | +4.4% |
| YTD | -5.8% | +7.3% | -13.1% | -8.4% |
| 1Y | +0.9% | +7.5% | -6.7% | -2.1% |
| 3Y | +72.6% | +46.2% | +26.4% | +48.2% |
| All | +56.5% | +38.7% | +17.9% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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