+734.7%
TT vs AEIS
+347.9%
+386.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | +0.8% | -6.9% | +7.7% | +2.5% |
| 30D | -11.8% | -23.2% | +11.4% | -5.5% |
| 3M | -11.6% | -29.5% | +17.9% | -3.5% |
| 6M | -9.3% | -37.9% | +28.6% | +0.9% |
| YTD | +8.9% | +6.0% | +2.9% | +1.9% |
| 1Y | -2.2% | +1.2% | -3.5% | -7.4% |
| 3Y | +91.9% | +150.0% | -58.1% | +31.9% |
| 5Y | +136.0% | +141.9% | -5.9% | +59.2% |
| 10Y | +734.7% | +356.2% | +378.6% | +319.3% |
| All | +734.7% | +347.9% | +386.8% | +319.3% |
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