+95.7%
TT vs AEE
+59.5%
+36.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.6% | +4.5% |
| 7D | +1.7% | +2.3% | -0.6% | +1.3% |
| 30D | -11.8% | +11.6% | -23.4% | -13.7% |
| 3M | -12.6% | +5.5% | -18.1% | -13.5% |
| 6M | -9.4% | +6.0% | -15.4% | -10.6% |
| YTD | +8.8% | +16.6% | -7.8% | +5.4% |
| 1Y | -2.5% | +12.1% | -14.6% | -4.9% |
| 3Y | +95.7% | +64.2% | +31.4% | +82.2% |
| All | +95.7% | +59.5% | +36.1% | +82.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling