+71.9%
AEIS vs UUUU
+9.0%
+62.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.3% | +2.2% | -2.5% |
| 7D | -0.2% | -5.0% | +4.8% | +1.1% |
| 30D | -16.4% | -7.8% | -8.6% | -15.0% |
| 3M | -11.1% | -0.4% | -10.7% | -11.4% |
| 6M | -12.0% | -32.9% | +20.9% | -6.8% |
| YTD | +30.9% | -6.3% | +37.1% | +32.5% |
| All | +71.9% | +9.0% | +62.9% | +68.4% |
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