-8.6%
TEL vs AEIS
+6.2%
-14.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -11.1% | +11.4% | +3.1% |
| 7D | -0.5% | -12.7% | +12.2% | +2.8% |
| 30D | +0.6% | -28.8% | +29.4% | +9.3% |
| 3M | +2.0% | -38.0% | +40.0% | +14.5% |
| 6M | +8.1% | -45.3% | +53.4% | +24.1% |
| YTD | -2.2% | +1.1% | -3.3% | -11.2% |
| 1Y | -8.6% | +8.6% | -17.2% | -19.2% |
| All | -8.6% | +6.2% | -14.8% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling