+2,325.1%
ACN vs AEIS
+684.8%
+1,640.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.2% |
| 7D | -5.7% | +23.2% | -29.0% | -9.7% |
| 30D | +17.0% | -17.0% | +34.0% | +19.5% |
| 3M | +39.9% | -32.2% | +72.0% | +47.3% |
| 6M | +50.2% | -32.6% | +82.7% | +53.3% |
| YTD | -4.2% | +9.4% | -13.5% | -14.0% |
| 1Y | +4.3% | +7.7% | -3.4% | -6.4% |
| 3Y | -17.1% | +157.9% | -175.0% | -41.2% |
| 5Y | -26.5% | +154.8% | -181.3% | -48.4% |
| 10Y | +147.7% | +355.2% | -207.5% | +41.3% |
| All | +2,325.1% | +684.8% | +1,640.3% | +678.7% |
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 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