+80.3%
AEIS vs WTW
-3.2%
+83.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.9% | +5.0% |
| 7D | +2.3% | -5.7% | +8.0% | -0.8% |
| 30D | -14.8% | -7.3% | -7.6% | -17.8% |
| 3M | -15.6% | +21.5% | -37.0% | -5.3% |
| 6M | -8.7% | +9.6% | -18.3% | +0.8% |
| YTD | +37.3% | -3.3% | +40.6% | +49.3% |
| 1Y | +80.3% | -6.1% | +86.5% | +94.9% |
| All | +80.3% | -3.2% | +83.5% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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