+11.9%
ACN vs AEIS
+6.2%
+5.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -11.1% | +15.0% | +1.0% |
| 7D | +8.6% | -12.7% | +21.3% | +5.4% |
| 30D | +36.6% | -28.8% | +65.4% | +27.4% |
| 3M | +56.3% | -38.0% | +94.3% | +42.4% |
| 6M | +49.7% | -45.3% | +95.0% | +39.1% |
| YTD | +1.3% | +1.1% | +0.2% | -5.3% |
| 1Y | +11.9% | +8.6% | +3.3% | +3.7% |
| All | +11.9% | +6.2% | +5.7% | +3.7% |
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