+52.3%
BDX vs AEIS
+6.2%
+46.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -11.1% | +16.7% | +4.9% |
| 7D | +7.2% | -12.7% | +19.9% | +6.4% |
| 30D | +15.8% | -28.8% | +44.6% | +14.1% |
| 3M | +23.7% | -38.0% | +61.7% | +21.6% |
| 6M | +44.8% | -45.3% | +90.1% | +44.1% |
| YTD | +39.8% | +1.1% | +38.6% | +37.0% |
| 1Y | +52.3% | +8.6% | +43.7% | +50.6% |
| All | +52.3% | +6.2% | +46.1% | +50.6% |
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