+5,415.8%
TT vs AEE
+813.9%
+4,601.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | 0.0% | +0.3% | -0.3% | -0.2% |
| 30D | -7.2% | -2.3% | -4.9% | -6.0% |
| 3M | -3.0% | +0.2% | -3.2% | -3.5% |
| 6M | +1.4% | -4.7% | +6.1% | +3.4% |
| YTD | +15.9% | +8.1% | +7.8% | +10.3% |
| 1Y | +9.4% | +8.5% | +0.9% | +3.7% |
| 3Y | +124.4% | +48.9% | +75.5% | +74.7% |
| 5Y | +138.0% | +39.9% | +98.1% | +89.6% |
| 10Y | +886.4% | +186.5% | +699.8% | +383.5% |
| All | +5,415.8% | +813.9% | +4,601.9% | +1,149.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling