+86.5%
ATI vs AEIS
+6.2%
+80.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.1% | +10.5% | +3.3% |
| 7D | +8.3% | -12.7% | +21.0% | +13.3% |
| 30D | -7.3% | -28.8% | +21.6% | +4.2% |
| 3M | -10.5% | -38.0% | +27.5% | +4.7% |
| 6M | +16.4% | -45.3% | +61.7% | +38.9% |
| YTD | +56.1% | +1.1% | +54.9% | +58.0% |
| 1Y | +86.5% | +8.6% | +77.9% | +87.2% |
| All | +86.5% | +6.2% | +80.3% | +87.2% |
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