+70.6%
ACWI vs AEIS
+117.1%
-46.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.2% | -1.1% |
| 7D | -2.4% | -11.3% | +8.9% | -0.7% |
| 30D | -5.2% | -32.6% | +27.4% | +1.2% |
| 3M | -4.8% | -39.2% | +34.3% | +3.0% |
| 6M | -1.3% | -45.4% | +44.0% | +7.6% |
| YTD | +8.4% | -5.8% | +14.2% | +2.8% |
| 1Y | +11.0% | -10.0% | +21.0% | +6.3% |
| 3Y | +70.6% | +121.2% | -50.6% | +24.1% |
| All | +70.6% | +117.1% | -46.6% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling