+668.0%
BE vs AEIS
+281.2%
+386.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -1.8% |
| 7D | +10.8% | +11.5% | -0.7% | +2.1% |
| 30D | -19.8% | -15.8% | -4.0% | -7.5% |
| 3M | -18.7% | -33.3% | +14.6% | +12.0% |
| 6M | -33.7% | -35.2% | +1.4% | -5.8% |
| YTD | +121.0% | +5.0% | +115.9% | +111.7% |
| 1Y | +85.4% | +8.5% | +76.9% | +75.9% |
| 3Y | +1,709.5% | +152.9% | +1,556.6% | +798.0% |
| 5Y | +462.2% | +144.6% | +317.6% | +188.8% |
| All | +668.0% | +281.2% | +386.8% | +151.7% |
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