+5.4%
TEM vs AEIS
+4.7%
+0.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.0% | -1.7% | -4.6% |
| 7D | -5.9% | +11.5% | -17.4% | -8.4% |
| 30D | +4.8% | -15.8% | +20.6% | +8.1% |
| 3M | +31.9% | -33.3% | +65.2% | +41.8% |
| 6M | +56.0% | -35.2% | +91.2% | +64.8% |
| YTD | +21.3% | +5.0% | +16.2% | -8.9% |
| 1Y | +5.4% | +8.5% | -3.1% | -24.0% |
| All | +5.4% | +4.7% | +0.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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