+1,586.9%
TGT vs AEE
+822.6%
+764.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.0% | -1.4% |
| 7D | -0.6% | +1.3% | -2.0% | -1.1% |
| 30D | +9.5% | -1.2% | +10.8% | +10.0% |
| 3M | +32.3% | +1.0% | +31.2% | +31.6% |
| 6M | +37.0% | -2.3% | +39.3% | +37.9% |
| YTD | +71.0% | +9.1% | +61.9% | +64.6% |
| 1Y | +85.0% | +10.6% | +74.5% | +77.0% |
| 3Y | +46.8% | +48.5% | -1.7% | +23.4% |
| 5Y | -22.7% | +39.9% | -62.6% | -34.0% |
| 10Y | +216.3% | +185.7% | +30.6% | +94.7% |
| All | +1,586.9% | +822.6% | +764.3% | +490.1% |
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