+77.9%
TEM vs AEE
+75.8%
+2.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.1% | -6.8% | -6.0% |
| 7D | -5.9% | +1.7% | -7.6% | -6.3% |
| 30D | +4.8% | +9.7% | -4.9% | +1.6% |
| 3M | +31.9% | +5.9% | +26.0% | +29.6% |
| 6M | +56.0% | +6.7% | +49.3% | +50.7% |
| YTD | +21.3% | +17.4% | +3.9% | +6.0% |
| 1Y | +5.4% | +12.7% | -7.3% | -4.2% |
| All | +77.9% | +75.8% | +2.1% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling