+198.0%
TECK vs AEIS
+233.3%
-35.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.8% |
| 7D | +4.9% | +6.5% | -1.6% | +2.3% |
| 30D | +5.2% | -9.2% | +14.4% | +8.5% |
| 3M | +13.8% | -8.3% | +22.1% | +14.4% |
| 6M | +38.5% | -6.3% | +44.8% | +36.4% |
| YTD | +47.3% | +36.5% | +10.8% | +23.5% |
| 1Y | +81.0% | +84.8% | -3.8% | +32.0% |
| 3Y | +79.9% | +176.6% | -96.7% | +5.9% |
| All | +198.0% | +233.3% | -35.3% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling