+135.1%
ADI vs AEIS
+238.7%
-103.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.1% |
| 7D | +2.6% | +6.5% | -3.8% | -0.6% |
| 30D | -4.6% | -9.2% | +4.6% | -0.7% |
| 3M | -9.5% | -8.3% | -1.2% | -8.1% |
| 6M | +14.8% | -6.3% | +21.2% | +12.6% |
| YTD | +35.8% | +36.5% | -0.7% | +6.5% |
| 1Y | +48.9% | +84.8% | -35.8% | -4.0% |
| 3Y | +115.6% | +176.6% | -61.0% | +3.4% |
| 5Y | +135.1% | +237.1% | -102.0% | -4.2% |
| All | +135.1% | +238.7% | -103.6% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling