+365.7%
ALAB vs AEIS
+208.2%
+157.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.8% | -9.7% | -9.2% |
| 7D | +3.2% | +8.1% | -4.9% | -3.2% |
| 30D | -13.6% | -11.1% | -2.4% | -5.7% |
| 3M | -16.6% | -5.6% | -10.9% | -12.2% |
| 6M | +142.3% | -0.6% | +143.0% | +137.2% |
| YTD | +73.6% | +38.0% | +35.6% | +20.1% |
| 1Y | +33.7% | +87.2% | -53.6% | -32.0% |
| All | +365.7% | +208.2% | +157.5% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling