+616.7%
ADI vs AEIS
+531.1%
+85.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +0.9% |
| 7D | +1.3% | -0.2% | +1.5% | +1.4% |
| 30D | -6.0% | -16.4% | +10.5% | +1.8% |
| 3M | -7.7% | -11.1% | +3.4% | -4.9% |
| 6M | +14.0% | -12.0% | +26.0% | +15.8% |
| YTD | +34.4% | +30.9% | +3.5% | +10.5% |
| 1Y | +48.0% | +74.3% | -26.4% | +3.6% |
| 3Y | +113.3% | +165.2% | -51.9% | +16.5% |
| 5Y | +131.1% | +220.0% | -88.9% | +12.7% |
| All | +616.7% | +531.1% | +85.6% | +115.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling