+521.0%
AEIS vs IBN
+316.4%
+204.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -0.2% | -5.5% | +5.3% | +2.3% |
| 30D | -16.4% | -3.4% | -13.0% | -15.2% |
| 3M | -11.1% | +8.7% | -19.8% | -14.7% |
| 6M | -12.0% | +3.7% | -15.7% | -13.7% |
| YTD | +30.9% | -2.4% | +33.2% | +31.6% |
| 1Y | +74.3% | -8.1% | +82.4% | +79.2% |
| 3Y | +165.2% | +26.3% | +138.8% | +132.8% |
| 5Y | +220.0% | +54.9% | +165.1% | +153.5% |
| All | +521.0% | +316.4% | +204.6% | +229.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IBN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling