+60.5%
TEM vs AEE
+61.9%
-1.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +38.4% | -2.3% | +40.6% | +39.4% |
| 3M | +23.7% | +0.2% | +23.4% | +21.3% |
| 6M | +26.0% | -4.7% | +30.7% | +27.3% |
| YTD | +9.4% | +8.1% | +1.3% | -1.8% |
| 1Y | -17.3% | +8.5% | -25.8% | -26.8% |
| All | +60.5% | +61.9% | -1.4% | -24.7% |
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