+87.3%
ALB vs AEIS
+545.5%
-458.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.3% |
| 7D | -8.6% | +6.5% | -15.1% | -11.3% |
| 30D | -4.0% | -9.2% | +5.1% | -0.9% |
| 3M | -17.4% | -8.3% | -9.0% | -17.6% |
| 6M | -25.4% | -6.3% | -19.0% | -28.0% |
| YTD | -10.5% | +36.5% | -47.0% | -29.1% |
| 1Y | +75.8% | +84.8% | -8.9% | +18.4% |
| 3Y | -28.5% | +176.6% | -205.1% | -61.2% |
| 5Y | -45.1% | +237.1% | -282.2% | -73.1% |
| 10Y | +87.3% | +554.7% | -467.3% | -36.8% |
| All | +87.3% | +545.5% | -458.2% | -36.8% |
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