+121.2%
AEIS vs SUI
+15.1%
+106.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.1% |
| 7D | -11.3% | +6.2% | -17.5% | -11.3% |
| 30D | -32.6% | +8.6% | -41.2% | -33.0% |
| 3M | -39.2% | +1.0% | -40.2% | -39.0% |
| 6M | -45.4% | -2.6% | -42.8% | -45.1% |
| YTD | -5.8% | -0.1% | -5.7% | -6.4% |
| 1Y | -10.0% | +0.5% | -10.5% | -10.8% |
| 3Y | +121.2% | +15.3% | +105.9% | +90.2% |
| All | +121.2% | +15.1% | +106.0% | +90.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling