+52.2%
TEM vs AEE
+62.7%
-10.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.2% | -4.5% |
| 7D | -1.1% | +1.1% | -2.1% | -1.5% |
| 30D | +11.3% | 0.0% | +11.3% | +10.9% |
| 3M | +25.5% | -0.9% | +26.4% | +24.5% |
| 6M | +17.1% | -2.4% | +19.5% | +16.4% |
| YTD | +3.8% | +8.6% | -4.9% | -7.1% |
| 1Y | -24.4% | +10.2% | -34.5% | -33.9% |
| All | +52.2% | +62.7% | -10.5% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling