+231.8%
AEIS vs UUUU
+79.1%
+152.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.0% | +9.9% | +6.0% |
| 7D | +2.3% | -10.5% | +12.8% | +4.7% |
| 30D | -14.8% | -10.5% | -4.3% | -13.1% |
| 3M | -15.6% | -14.1% | -1.5% | -13.2% |
| 6M | -8.7% | -35.5% | +26.8% | -1.5% |
| YTD | +37.3% | -10.9% | +48.3% | +37.0% |
| 1Y | +80.3% | +3.4% | +77.0% | +69.0% |
| 3Y | +177.9% | +73.1% | +104.8% | +115.9% |
| All | +231.8% | +79.1% | +152.7% | +141.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling