-42.9%
ACN vs AEIS
+228.8%
-271.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.8% | -6.9% | -4.4% |
| 7D | -4.8% | +8.1% | -13.0% | -5.7% |
| 30D | +1.9% | -11.1% | +13.0% | +3.0% |
| 3M | +3.9% | -5.6% | +9.5% | +1.8% |
| 6M | -15.0% | -0.6% | -14.4% | -19.6% |
| YTD | -31.9% | +38.0% | -69.9% | -41.9% |
| 1Y | -28.5% | +87.2% | -115.7% | -45.0% |
| 3Y | -41.9% | +179.7% | -221.6% | -62.9% |
| 5Y | -42.9% | +241.7% | -284.6% | -68.1% |
| All | -42.9% | +228.8% | -271.7% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling