+893.7%
TT vs AEIS
+546.3%
+347.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.3% |
| 7D | +1.6% | +8.1% | -6.6% | -0.8% |
| 30D | -7.3% | -11.1% | +3.8% | -4.4% |
| 3M | -2.6% | -5.6% | +3.1% | -2.9% |
| 6M | +5.9% | -0.6% | +6.5% | +3.1% |
| YTD | +15.4% | +38.0% | -22.6% | +1.0% |
| 1Y | +8.2% | +87.2% | -79.0% | -14.6% |
| 3Y | +122.7% | +179.7% | -57.0% | +49.3% |
| 5Y | +145.0% | +241.7% | -96.8% | +50.2% |
| 10Y | +893.7% | +547.2% | +346.6% | +297.2% |
| All | +893.7% | +546.3% | +347.4% | +297.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling