+6,941.0%
ADI vs AEIS
+2,566.8%
+4,374.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.8% |
| 7D | +0.4% | +3.0% | -2.5% | -0.6% |
| 30D | -3.8% | -14.6% | +10.9% | +1.2% |
| 3M | -15.3% | -12.4% | -2.8% | -12.6% |
| 6M | +6.7% | -15.0% | +21.6% | +10.0% |
| YTD | +34.8% | +34.3% | +0.5% | +17.6% |
| 1Y | +49.0% | +87.4% | -38.3% | +14.8% |
| 3Y | +108.1% | +139.8% | -31.7% | +45.2% |
| 5Y | +142.4% | +220.7% | -78.3% | +52.2% |
| 10Y | +589.9% | +531.6% | +58.3% | +222.5% |
| All | +6,941.0% | +2,566.8% | +4,374.2% | +1,274.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling