-28.8%
ACN vs AEIS
+85.4%
-114.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -2.0% |
| 7D | -6.3% | +6.5% | -12.8% | -5.1% |
| 30D | -1.4% | -9.2% | +7.8% | -2.9% |
| 3M | +2.6% | -8.3% | +10.9% | +2.2% |
| 6M | -14.3% | -6.3% | -8.0% | -14.7% |
| YTD | -33.1% | +36.5% | -69.6% | -34.4% |
| 1Y | -28.8% | +84.8% | -113.6% | -29.7% |
| All | -28.8% | +85.4% | -114.2% | -29.7% |
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