+33.9%
ALNY vs AEIS
+232.6%
-198.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.9% | -4.5% | -0.3% |
| 7D | -6.5% | +2.3% | -8.8% | -6.9% |
| 30D | +11.0% | -14.8% | +25.9% | +13.3% |
| 3M | -14.1% | -15.6% | +1.5% | -13.1% |
| 6M | -22.4% | -8.7% | -13.7% | -24.0% |
| YTD | -37.5% | +37.3% | -74.8% | -45.2% |
| 1Y | -46.9% | +80.3% | -127.3% | -57.1% |
| 3Y | +22.1% | +177.9% | -155.9% | -17.5% |
| All | +33.9% | +232.6% | -198.7% | -13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling