+288.6%
AZO vs AEIS
+562.2%
-273.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.1% | -0.8% |
| 7D | -3.6% | +2.3% | -5.8% | -3.9% |
| 30D | -5.6% | -14.8% | +9.3% | -3.8% |
| 3M | -6.6% | -15.6% | +8.9% | -5.8% |
| 6M | -22.5% | -8.7% | -13.8% | -23.4% |
| YTD | -15.2% | +37.3% | -52.5% | -21.4% |
| 1Y | -33.9% | +80.3% | -114.3% | -41.9% |
| 3Y | +11.8% | +177.9% | -166.1% | -11.6% |
| 5Y | +85.5% | +235.8% | -150.3% | +37.6% |
| All | +288.6% | +562.2% | -273.7% | +117.0% |
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