+8.6%
ALB vs AEIS
+6.2%
+2.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -11.1% | +16.4% | +7.6% |
| 7D | -2.1% | -12.7% | +10.6% | +0.4% |
| 30D | -9.0% | -28.8% | +19.8% | -2.4% |
| 3M | -21.1% | -38.0% | +16.9% | -13.1% |
| 6M | -49.9% | -45.3% | -4.6% | -43.9% |
| YTD | -32.3% | +1.1% | -33.4% | -35.1% |
| 1Y | +8.6% | +8.6% | 0.0% | +3.0% |
| All | +8.6% | +6.2% | +2.4% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling