+528.6%
AEIS vs SUI
+108.4%
+420.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | +3.0% | -2.8% | +5.8% | +4.2% |
| 30D | -14.6% | -1.2% | -13.5% | -14.4% |
| 3M | -12.4% | -1.7% | -10.7% | -13.1% |
| 6M | -15.0% | -10.5% | -4.5% | -11.8% |
| YTD | +34.3% | -1.8% | +36.1% | +32.7% |
| 1Y | +87.4% | -4.1% | +91.5% | +86.5% |
| 3Y | +139.8% | +11.3% | +128.5% | +115.6% |
| 5Y | +220.7% | -32.1% | +252.8% | +267.8% |
| All | +528.6% | +108.4% | +420.2% | +367.2% |
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