+353.2%
AEIS vs BUD
-3.2%
+356.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +23.2% | -1.6% | +24.8% | +24.0% |
| 30D | -17.0% | +6.7% | -23.7% | -20.5% |
| 3M | -32.2% | +5.9% | -38.0% | -35.2% |
| 6M | -32.6% | +5.1% | -37.6% | -36.0% |
| YTD | +9.4% | +32.9% | -23.5% | -8.9% |
| 1Y | +7.7% | +31.8% | -24.2% | -10.1% |
| 3Y | +157.9% | +47.4% | +110.6% | +95.9% |
| 5Y | +154.8% | +50.8% | +104.0% | +86.1% |
| All | +353.2% | -3.2% | +356.4% | +240.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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