-54.9%
ADBE vs AEIS
+172.0%
-226.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | -8.9% | +6.5% | -15.4% | -8.8% |
| 30D | -6.6% | -9.2% | +2.5% | -6.8% |
| 3M | +7.1% | -8.3% | +15.5% | +6.4% |
| 6M | -9.8% | -6.3% | -3.4% | -11.9% |
| YTD | -27.2% | +36.5% | -63.7% | -34.1% |
| 1Y | -28.0% | +84.8% | -112.8% | -39.6% |
| All | -54.9% | +172.0% | -226.9% | -66.4% |
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