+29.2%
ALL vs AEIS
+4.7%
+24.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.3% | -0.2% |
| 7D | +5.0% | +11.5% | -6.5% | +6.8% |
| 30D | +13.3% | -15.8% | +29.1% | +11.5% |
| 3M | +3.2% | -33.3% | +36.5% | -1.1% |
| 6M | +25.3% | -35.2% | +60.5% | +21.3% |
| YTD | +30.5% | +5.0% | +25.4% | +32.8% |
| 1Y | +29.2% | +8.5% | +20.7% | +31.8% |
| All | +29.2% | +4.7% | +24.5% | +31.8% |
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 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