+87.4%
AEIS vs SUI
-2.0%
+89.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.2% |
| 7D | +3.0% | -2.8% | +5.8% | +1.2% |
| 30D | -14.6% | -1.2% | -13.5% | -15.2% |
| 3M | -12.4% | -1.7% | -10.7% | -12.5% |
| 6M | -15.0% | -10.5% | -4.5% | -16.6% |
| YTD | +34.3% | -1.8% | +36.1% | +35.9% |
| 1Y | +87.4% | -4.1% | +91.5% | +91.4% |
| All | +87.4% | -2.0% | +89.4% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling