+35.1%
AVTR vs AEIS
+6.2%
+28.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -11.1% | +11.5% | +0.1% |
| 7D | -6.2% | -12.7% | +6.5% | -6.6% |
| 30D | -1.0% | -28.8% | +27.8% | -2.0% |
| 3M | +14.4% | -38.0% | +52.4% | +13.0% |
| 6M | +95.9% | -45.3% | +141.2% | +95.4% |
| YTD | +36.6% | +1.1% | +35.4% | +33.2% |
| 1Y | +35.1% | +8.6% | +26.5% | +31.3% |
| All | +35.1% | +6.2% | +28.9% | +31.3% |
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 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