+2,265.7%
TECK vs AEIS
+1,428.3%
+837.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +3.1% |
| 7D | +7.8% | +8.1% | -0.4% | +4.7% |
| 30D | +8.3% | -11.1% | +19.4% | +12.4% |
| 3M | +16.1% | -5.6% | +21.7% | +15.8% |
| 6M | +42.9% | -0.6% | +43.5% | +38.5% |
| YTD | +50.8% | +38.0% | +12.7% | +28.6% |
| 1Y | +106.1% | +87.2% | +18.8% | +55.2% |
| 3Y | +84.0% | +179.7% | -95.7% | +15.8% |
| 5Y | +223.5% | +241.7% | -18.3% | +82.7% |
| 10Y | +378.1% | +547.2% | -169.1% | +98.9% |
| All | +2,265.7% | +1,428.3% | +837.4% | +387.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling