+1,941.0%
AEIS vs AEE
+822.6%
+1,118.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.3% |
| 7D | +8.1% | +1.3% | +6.8% | +7.5% |
| 30D | -11.1% | -1.2% | -9.9% | -10.6% |
| 3M | -5.6% | +1.0% | -6.7% | -6.8% |
| 6M | -0.6% | -2.3% | +1.6% | -0.3% |
| YTD | +38.0% | +9.1% | +28.9% | +31.2% |
| 1Y | +87.2% | +10.6% | +76.7% | +76.3% |
| 3Y | +179.7% | +48.5% | +131.2% | +121.7% |
| 5Y | +241.7% | +39.9% | +201.9% | +174.4% |
| 10Y | +547.2% | +185.7% | +361.5% | +240.7% |
| All | +1,941.0% | +822.6% | +1,118.3% | +621.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling