+8.6%
AEIS vs SUI
+1.6%
+7.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +5.2% | -16.3% | -6.2% |
| 7D | -12.7% | +10.0% | -22.7% | -4.0% |
| 30D | -28.8% | +8.4% | -37.2% | -22.5% |
| 3M | -38.0% | +0.7% | -38.7% | -35.3% |
| 6M | -45.3% | -0.9% | -44.4% | -42.4% |
| YTD | +1.1% | +0.6% | +0.5% | +7.5% |
| 1Y | +8.6% | +0.8% | +7.9% | +14.7% |
| All | +8.6% | +1.6% | +7.0% | +14.7% |
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