+196.9%
TECK vs AEIS
+332.3%
-135.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.3% | +0.1% |
| 7D | -0.4% | +11.5% | -12.0% | -5.1% |
| 30D | -7.1% | -15.8% | +8.6% | -1.6% |
| 3M | -5.5% | -33.3% | +27.8% | +9.6% |
| 6M | -9.7% | -35.2% | +25.5% | +3.3% |
| YTD | +26.3% | +5.0% | +21.2% | +13.8% |
| 1Y | +44.4% | +8.5% | +35.9% | +28.0% |
| 3Y | +70.1% | +152.9% | -82.8% | -3.5% |
| 5Y | +125.8% | +144.6% | -18.8% | +23.9% |
| All | +196.9% | +332.3% | -135.4% | -11.8% |
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