+17.7%
ACI vs AEIS
+324.6%
-306.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.9% | -1.2% |
| 7D | -7.1% | -0.2% | -6.9% | -7.1% |
| 30D | -4.5% | -16.4% | +11.9% | -4.3% |
| 3M | -22.3% | -11.1% | -11.1% | -22.3% |
| 6M | -28.4% | -12.0% | -16.4% | -28.6% |
| YTD | -29.5% | +30.9% | -60.4% | -31.0% |
| 1Y | -34.2% | +74.3% | -108.6% | -36.7% |
| 3Y | -45.7% | +165.2% | -210.8% | -49.4% |
| 5Y | -40.8% | +220.0% | -260.8% | -46.1% |
| All | +17.7% | +324.6% | -306.8% | +3.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling