+617.0%
TSEM vs AEE
+38.5%
+578.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.9% |
| 7D | +0.9% | -0.7% | +1.6% | +1.0% |
| 30D | -16.6% | -2.0% | -14.7% | -16.6% |
| 3M | -10.9% | -2.8% | -8.1% | -11.0% |
| 6M | +78.0% | -3.6% | +81.6% | +77.9% |
| YTD | +77.2% | +7.3% | +69.9% | +75.8% |
| 1Y | +207.6% | +8.7% | +198.9% | +204.4% |
| 3Y | +637.8% | +46.0% | +591.8% | +612.2% |
| 5Y | +617.0% | +39.8% | +577.2% | +598.9% |
| All | +617.0% | +38.5% | +578.4% | +598.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling