+91.5%
TT vs AEIS
+148.8%
-57.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.5% | -0.3% |
| 7D | +4.0% | +11.5% | -7.5% | +0.8% |
| 30D | -11.3% | -15.8% | +4.4% | -7.7% |
| 3M | -12.3% | -33.3% | +21.0% | -3.3% |
| 6M | -10.8% | -35.2% | +24.3% | -2.5% |
| YTD | +8.2% | +5.0% | +3.1% | +2.1% |
| 1Y | +1.5% | +8.5% | -7.0% | -5.2% |
| 3Y | +91.5% | +152.9% | -61.4% | +39.1% |
| All | +91.5% | +148.8% | -57.3% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling