+64.2%
AIG vs AEIS
+562.2%
-498.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.5% | -0.9% |
| 7D | -1.2% | +2.3% | -3.4% | -1.8% |
| 30D | -1.1% | -14.8% | +13.7% | +2.5% |
| 3M | +0.7% | -15.6% | +16.3% | +2.3% |
| 6M | -2.2% | -8.7% | +6.5% | -4.7% |
| YTD | -10.8% | +37.3% | -48.2% | -24.2% |
| 1Y | -2.0% | +80.3% | -82.4% | -25.1% |
| 3Y | +34.8% | +177.9% | -143.1% | -16.5% |
| 5Y | +55.0% | +235.8% | -180.8% | -14.2% |
| All | +64.2% | +562.2% | -498.1% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling