-21.2%
TMUS vs AEE
+13.9%
-35.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.5% | +0.6% | +2.1% |
| 7D | +7.5% | +4.7% | +2.8% | +5.7% |
| 30D | -3.3% | +13.4% | -16.7% | -7.3% |
| 3M | -9.7% | +4.1% | -13.7% | -10.8% |
| 6M | -17.2% | +2.0% | -19.3% | -17.6% |
| YTD | -20.3% | +15.6% | -36.0% | -23.7% |
| 1Y | -21.2% | +14.1% | -35.3% | -24.2% |
| All | -21.2% | +13.9% | -35.1% | -24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling