+52.2%
TEM vs AEIS
+168.1%
-115.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.6% | -4.0% |
| 7D | -1.1% | +6.5% | -7.5% | -4.7% |
| 30D | +11.3% | -9.2% | +20.5% | +16.1% |
| 3M | +25.5% | -8.3% | +33.9% | +22.4% |
| 6M | +17.1% | -6.3% | +23.5% | +6.6% |
| YTD | +3.8% | +36.5% | -32.7% | -36.4% |
| 1Y | -24.4% | +84.8% | -109.1% | -67.6% |
| All | +52.2% | +168.1% | -115.9% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling