+551.6%
AEIS vs AEE
+191.1%
+360.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +5.0% | +5.0% |
| 7D | +2.3% | -0.8% | +3.0% | +2.6% |
| 30D | -14.8% | -2.9% | -11.9% | -13.9% |
| 3M | -15.6% | -2.4% | -13.2% | -15.3% |
| 6M | -8.7% | -2.7% | -6.0% | -8.3% |
| YTD | +37.3% | +7.3% | +30.1% | +32.8% |
| 1Y | +80.3% | +7.5% | +72.8% | +73.8% |
| 3Y | +177.9% | +46.2% | +131.7% | +131.7% |
| 5Y | +235.8% | +39.7% | +196.1% | +181.3% |
| All | +551.6% | +191.1% | +360.5% | +368.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling