+1,296.5%
AEIS vs UUUU
-91.9%
+1,388.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.7% | +2.7% |
| 7D | +8.1% | +2.8% | +5.3% | +7.8% |
| 30D | -11.1% | +3.4% | -14.5% | -11.6% |
| 3M | -5.6% | -3.9% | -1.8% | -5.3% |
| 6M | -0.6% | -23.2% | +22.5% | +1.9% |
| YTD | +38.0% | +0.6% | +37.5% | +36.4% |
| 1Y | +87.2% | +22.9% | +64.4% | +78.5% |
| 3Y | +179.7% | +98.6% | +81.0% | +145.4% |
| 5Y | +241.7% | +130.2% | +111.5% | +186.3% |
| 10Y | +547.2% | +519.5% | +27.7% | +357.7% |
| All | +1,296.5% | -91.9% | +1,388.4% | +964.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling