+179.7%
AEIS vs DAR
+14.9%
+164.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.2% | +1.8% |
| 7D | +8.1% | -0.9% | +9.0% | +8.4% |
| 30D | -11.1% | +13.0% | -24.1% | -14.9% |
| 3M | -5.6% | +15.0% | -20.6% | -10.3% |
| 6M | -0.6% | +26.8% | -27.5% | -9.1% |
| YTD | +38.0% | +86.4% | -48.4% | +11.4% |
| 1Y | +87.2% | +115.1% | -27.9% | +43.1% |
| 3Y | +179.7% | +14.6% | +165.1% | +145.6% |
| All | +179.7% | +14.9% | +164.8% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling