+15.8%
BABA vs AEIS
+358.4%
-342.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +11.3% | -15.0% | -6.8% |
| 7D | +3.8% | +1.0% | +2.9% | +2.2% |
| 30D | -5.4% | -24.0% | +18.6% | +0.4% |
| 3M | -17.9% | -32.5% | +14.6% | -10.9% |
| 6M | -24.1% | -38.6% | +14.5% | -17.3% |
| YTD | -27.4% | +4.8% | -32.3% | -34.4% |
| 1Y | -36.1% | +1.3% | -37.4% | -41.7% |
| 3Y | +35.4% | +159.2% | -123.9% | -14.6% |
| 5Y | -30.1% | +140.8% | -170.9% | -55.8% |
| 10Y | +15.8% | +349.8% | -333.9% | -49.5% |
| All | +15.8% | +358.4% | -342.6% | -49.5% |
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