+670.1%
TEL vs AEIS
+1,153.4%
-483.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.5% | -2.8% |
| 7D | -1.4% | +8.1% | -9.6% | -4.3% |
| 30D | -4.9% | -11.1% | +6.3% | -1.2% |
| 3M | +0.1% | -5.6% | +5.7% | -0.6% |
| 6M | +0.4% | -0.6% | +1.0% | -3.6% |
| YTD | -8.9% | +38.0% | -47.0% | -23.4% |
| 1Y | -0.3% | +87.2% | -87.5% | -25.8% |
| 3Y | +67.6% | +179.7% | -112.1% | +3.6% |
| 5Y | +50.7% | +241.7% | -191.1% | -15.3% |
| 10Y | +288.6% | +547.2% | -258.6% | +55.8% |
| All | +670.1% | +1,153.4% | -483.3% | +53.8% |
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 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