+203.6%
TGT vs AEE
+191.1%
+12.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.2% | -0.8% | -4.5% | -5.0% |
| 30D | +1.2% | -2.9% | +4.1% | +2.2% |
| 3M | +18.4% | -2.4% | +20.8% | +19.3% |
| 6M | +33.4% | -2.7% | +36.2% | +34.4% |
| YTD | +63.8% | +7.3% | +56.5% | +59.4% |
| 1Y | +77.2% | +7.5% | +69.6% | +72.1% |
| 3Y | +41.8% | +46.2% | -4.4% | +22.2% |
| 5Y | -25.5% | +39.7% | -65.2% | -35.1% |
| All | +203.6% | +191.1% | +12.4% | +156.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling