+9,941.3%
TT vs AEIS
+2,566.8%
+7,374.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.4% |
| 7D | 0.0% | +3.0% | -3.0% | -0.6% |
| 30D | -7.2% | -14.6% | +7.5% | -4.5% |
| 3M | -3.0% | -12.4% | +9.5% | -1.6% |
| 6M | +1.4% | -15.0% | +16.3% | +2.9% |
| YTD | +15.9% | +34.3% | -18.4% | +7.6% |
| 1Y | +9.4% | +87.4% | -77.9% | -5.1% |
| 3Y | +124.4% | +139.8% | -15.4% | +82.2% |
| 5Y | +138.0% | +220.7% | -82.7% | +81.1% |
| 10Y | +886.4% | +531.6% | +354.8% | +530.9% |
| All | +9,941.3% | +2,566.8% | +7,374.5% | +4,272.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded AEIS 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling