+734.7%
TT vs AEE
+211.4%
+523.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +0.8% | +3.0% | -2.2% | -0.4% |
| 30D | -11.8% | +11.2% | -23.0% | -15.6% |
| 3M | -11.6% | +7.0% | -18.6% | -14.1% |
| 6M | -9.3% | +5.7% | -15.0% | -11.8% |
| YTD | +8.9% | +16.2% | -7.4% | +1.8% |
| 1Y | -2.2% | +12.0% | -14.3% | -7.2% |
| 3Y | +91.9% | +63.4% | +28.5% | +53.3% |
| 5Y | +136.0% | +56.0% | +80.0% | +91.1% |
| 10Y | +734.7% | +217.4% | +517.4% | +498.0% |
| All | +734.7% | +211.4% | +523.3% | +498.0% |
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