+366.0%
ATI vs AEIS
+173.5%
+192.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.8% |
| 7D | +3.2% | +8.1% | -5.0% | -0.4% |
| 30D | -9.0% | -11.1% | +2.1% | -4.7% |
| 3M | +15.1% | -5.6% | +20.7% | +14.3% |
| 6M | +38.1% | -0.6% | +38.8% | +31.8% |
| YTD | +80.7% | +38.0% | +42.6% | +45.4% |
| 1Y | +167.5% | +87.2% | +80.3% | +80.1% |
| 3Y | +366.0% | +179.7% | +186.3% | +139.1% |
| All | +366.0% | +173.5% | +192.5% | +139.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling