+3,585.7%
ALNY vs AEIS
+1,817.1%
+1,768.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | -3.5% | +6.5% | -10.0% | -5.3% |
| 30D | +18.9% | -9.2% | +28.1% | +21.3% |
| 3M | -13.3% | -8.3% | -5.0% | -15.0% |
| 6M | -20.3% | -6.3% | -13.9% | -23.8% |
| YTD | -35.1% | +36.5% | -71.6% | -45.6% |
| 1Y | -46.5% | +84.8% | -131.3% | -59.7% |
| 3Y | +28.1% | +176.6% | -148.5% | -19.7% |
| 5Y | +36.1% | +237.1% | -201.0% | -22.6% |
| 10Y | +269.7% | +554.7% | -285.0% | +43.1% |
| All | +3,585.7% | +1,817.1% | +1,768.6% | +698.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling