+620.2%
ADI vs AEIS
+332.3%
+287.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.0% | +1.2% | -0.8% |
| 7D | +9.5% | +11.5% | -2.0% | +3.9% |
| 30D | -1.4% | -15.8% | +14.4% | +6.0% |
| 3M | +4.7% | -33.3% | +38.0% | +24.7% |
| 6M | -7.4% | -35.2% | +27.8% | +9.1% |
| YTD | +48.1% | +5.0% | +43.0% | +33.3% |
| 1Y | +69.6% | +8.5% | +61.2% | +50.0% |
| 3Y | +144.4% | +152.9% | -8.5% | +34.4% |
| 5Y | +134.1% | +144.6% | -10.5% | +28.0% |
| All | +620.2% | +332.3% | +287.9% | +129.3% |
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