+335.2%
AEIS vs SUI
+123.0%
+212.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.3% |
| 7D | +11.5% | -1.5% | +13.0% | +12.1% |
| 30D | -15.8% | +3.7% | -19.5% | -18.0% |
| 3M | -33.3% | -0.4% | -32.9% | -34.3% |
| 6M | -35.2% | -2.8% | -32.4% | -36.3% |
| YTD | +5.0% | -1.6% | +6.6% | +2.2% |
| 1Y | +8.5% | -2.1% | +10.5% | +5.7% |
| 3Y | +152.9% | +18.5% | +134.4% | +117.1% |
| 5Y | +144.6% | -26.5% | +171.1% | +166.2% |
| All | +335.2% | +123.0% | +212.2% | +205.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling