+66.7%
TEL vs AEIS
+172.0%
-105.4%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | +0.2% |
| 7D | +1.2% | +6.5% | -5.2% | -0.9% |
| 30D | -4.1% | -9.2% | +5.1% | -1.3% |
| 3M | -2.6% | -8.3% | +5.8% | -2.3% |
| 6M | 0.0% | -6.3% | +6.3% | -2.1% |
| YTD | -9.1% | +36.5% | -45.6% | -24.1% |
| 1Y | -0.8% | +84.8% | -85.6% | -27.5% |
| All | +66.7% | +172.0% | -105.4% | +0.1% |
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