+164.9%
AEIS vs UUUU
+83.7%
+81.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.3% | +2.2% | -2.8% |
| 7D | -0.2% | -5.0% | +4.8% | +0.9% |
| 30D | -16.4% | -7.8% | -8.6% | -15.2% |
| 3M | -11.1% | -0.4% | -10.7% | -11.2% |
| 6M | -12.0% | -32.9% | +20.9% | -6.4% |
| YTD | +30.9% | -6.3% | +37.1% | +29.9% |
| 1Y | +74.3% | +7.9% | +66.4% | +63.5% |
| All | +164.9% | +83.7% | +81.2% | +100.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling