+8.6%
AEIS vs UUUU
-55.1%
+63.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.8% | -10.3% | -10.9% |
| 7D | -12.7% | -14.4% | +1.7% | -8.0% |
| 30D | -28.8% | -33.6% | +4.8% | -18.7% |
| 3M | -38.0% | -44.2% | +6.2% | -26.0% |
| 6M | -45.3% | -66.8% | +21.5% | -25.9% |
| YTD | +1.1% | -50.6% | +51.8% | +20.2% |
| 1Y | +8.6% | -57.8% | +66.4% | +31.9% |
| All | +8.6% | -55.1% | +63.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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