+521.0%
AEIS vs UUUU
+495.2%
+25.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.3% | +2.2% | -2.9% |
| 7D | -0.2% | -5.0% | +4.8% | +0.8% |
| 30D | -16.4% | -7.8% | -8.6% | -15.3% |
| 3M | -11.1% | -0.4% | -10.7% | -11.1% |
| 6M | -12.0% | -32.9% | +20.9% | -6.2% |
| YTD | +30.9% | -6.3% | +37.1% | +29.4% |
| 1Y | +74.3% | +7.9% | +66.4% | +63.5% |
| 3Y | +165.2% | +85.2% | +80.0% | +110.7% |
| 5Y | +220.0% | +97.0% | +123.1% | +135.4% |
| All | +521.0% | +495.2% | +25.8% | +220.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling