+553.0%
AMZN vs AEIS
+531.1%
+21.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +1.0% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -7.5% | -16.4% | +8.9% | -3.3% |
| 3M | +5.8% | -11.1% | +17.0% | +6.1% |
| 6M | +17.5% | -12.0% | +29.6% | +16.4% |
| YTD | +9.1% | +30.9% | -21.7% | -5.9% |
| 1Y | +9.4% | +74.3% | -65.0% | -15.0% |
| 3Y | +82.2% | +165.2% | -83.0% | +19.4% |
| 5Y | +45.2% | +220.0% | -174.8% | -12.1% |
| All | +553.0% | +531.1% | +21.9% | +185.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling