+349.8%
AEIS vs SUI
+118.5%
+231.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.3% | +11.3% |
| 7D | +1.0% | +3.0% | -2.0% | -0.7% |
| 30D | -24.0% | +5.6% | -29.6% | -26.6% |
| 3M | -32.5% | +0.9% | -33.4% | -33.8% |
| 6M | -38.6% | -2.6% | -36.0% | -39.5% |
| YTD | +4.8% | -0.1% | +4.9% | +1.4% |
| 1Y | +1.3% | -1.4% | +2.8% | -1.3% |
| 3Y | +159.2% | +19.8% | +139.4% | +121.9% |
| 5Y | +140.8% | -25.8% | +166.6% | +161.3% |
| 10Y | +349.8% | +118.1% | +231.7% | +223.7% |
| All | +349.8% | +118.5% | +231.3% | +223.7% |
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 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