+748.4%
TT vs AEE
+219.0%
+529.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +8.1% | +0.6% | +7.4% | +7.8% |
| 30D | -11.3% | +8.8% | -20.1% | -14.3% |
| 3M | -11.2% | +5.1% | -16.2% | -13.1% |
| 6M | -8.9% | +5.2% | -14.1% | -11.2% |
| YTD | +9.7% | +16.1% | -6.4% | +2.7% |
| 1Y | +1.3% | +10.4% | -9.2% | -3.3% |
| 3Y | +93.4% | +63.1% | +30.2% | +54.5% |
| 5Y | +133.5% | +55.6% | +78.0% | +89.3% |
| All | +748.4% | +219.0% | +529.4% | +504.6% |
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