+30.5%
ALL vs AEIS
-1.0%
+31.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +3.0% |
| 7D | -0.1% | -6.9% | +6.7% | -0.8% |
| 30D | +13.8% | -23.2% | +37.0% | +10.6% |
| 3M | -2.8% | -29.5% | +26.7% | -6.1% |
| 6M | +23.7% | -37.9% | +61.6% | +19.6% |
| YTD | +27.3% | +6.0% | +21.3% | +30.9% |
| 1Y | +30.5% | +1.2% | +29.3% | +34.3% |
| All | +30.5% | -1.0% | +31.5% | +34.3% |
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