+8.6%
AEIS vs WU
-18.0%
+26.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +5.4% | -16.6% | -10.3% |
| 7D | -12.7% | +8.2% | -20.9% | -11.7% |
| 30D | -28.8% | +8.0% | -36.9% | -28.0% |
| 3M | -38.0% | -6.6% | -31.4% | -37.7% |
| 6M | -45.3% | -23.3% | -22.0% | -46.4% |
| YTD | +1.1% | -22.4% | +23.5% | -1.1% |
| 1Y | +8.6% | -18.0% | +26.6% | +6.7% |
| All | +8.6% | -18.0% | +26.6% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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