-33.5%
TEM vs AEE
+8.8%
-42.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.4% |
| 7D | -8.7% | -0.8% | -7.9% | -9.1% |
| 30D | +8.1% | -2.9% | +11.0% | +6.5% |
| 3M | +19.0% | -2.4% | +21.4% | +17.9% |
| 6M | +12.0% | -2.7% | +14.7% | +11.2% |
| YTD | -0.1% | +7.3% | -7.3% | +1.2% |
| 1Y | -33.5% | +7.5% | -41.1% | -28.1% |
| All | -33.5% | +8.8% | -42.3% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling