+75.8%
ALB vs AEIS
+85.4%
-9.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.5% |
| 7D | -8.6% | +6.5% | -15.1% | -10.2% |
| 30D | -4.0% | -9.2% | +5.1% | -2.1% |
| 3M | -17.4% | -8.3% | -9.0% | -17.6% |
| 6M | -25.4% | -6.3% | -19.0% | -27.7% |
| YTD | -10.5% | +36.5% | -47.0% | -24.2% |
| 1Y | +75.8% | +84.8% | -8.9% | +38.6% |
| All | +75.8% | +85.4% | -9.6% | +38.6% |
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