+87.4%
AEIS vs UUUU
+27.9%
+59.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.2% |
| 7D | +3.0% | -1.4% | +4.3% | +3.3% |
| 30D | -14.6% | +16.3% | -31.0% | -18.2% |
| 3M | -12.4% | -16.7% | +4.3% | -10.1% |
| 6M | -15.0% | -33.7% | +18.7% | -10.5% |
| YTD | +34.3% | -0.5% | +34.8% | +34.2% |
| 1Y | +87.4% | +28.9% | +58.5% | +87.5% |
| All | +87.4% | +27.9% | +59.4% | +87.5% |
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