+85.4%
BE vs AEIS
+4.7%
+80.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -1.3% |
| 7D | +10.8% | +11.5% | -0.7% | +1.0% |
| 30D | -19.8% | -15.8% | -4.0% | -6.3% |
| 3M | -18.7% | -33.3% | +14.6% | +15.7% |
| 6M | -33.7% | -35.2% | +1.4% | -3.4% |
| YTD | +121.0% | +5.0% | +115.9% | +74.2% |
| 1Y | +85.4% | +8.5% | +76.9% | +39.2% |
| All | +85.4% | +4.7% | +80.7% | +39.2% |
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