+237.1%
AEIS vs WCC
+228.2%
+8.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.3% |
| 7D | +6.5% | +6.8% | -0.3% | +2.4% |
| 30D | -9.2% | -3.0% | -6.2% | -7.2% |
| 3M | -8.3% | +0.2% | -8.6% | -7.5% |
| 6M | -6.3% | +33.2% | -39.5% | -18.9% |
| YTD | +36.5% | +45.8% | -9.3% | +12.8% |
| 1Y | +84.8% | +68.4% | +16.4% | +40.8% |
| 3Y | +176.6% | +131.1% | +45.5% | +70.2% |
| 5Y | +237.1% | +225.6% | +11.5% | +57.7% |
| All | +237.1% | +228.2% | +8.9% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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