+360.5%
BE vs AEIS
+93.3%
+267.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.4% | +4.9% | +5.1% |
| 7D | +20.0% | +3.0% | +17.0% | +16.7% |
| 30D | +7.9% | -14.6% | +22.6% | +24.2% |
| 3M | -13.2% | -12.4% | -0.8% | -2.8% |
| 6M | +53.5% | -15.0% | +68.4% | +69.4% |
| YTD | +191.0% | +34.3% | +156.7% | +83.1% |
| 1Y | +360.5% | +87.4% | +273.1% | +104.6% |
| All | +360.5% | +93.3% | +267.2% | +104.6% |
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