+327.7%
BE vs AEIS
+83.8%
+243.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -1.8% |
| 7D | +23.9% | +6.5% | +17.5% | +17.5% |
| 30D | +27.8% | -9.2% | +37.0% | +39.0% |
| 3M | +3.7% | -8.3% | +12.1% | +11.5% |
| 6M | +78.0% | -6.3% | +84.3% | +77.5% |
| YTD | +209.9% | +36.5% | +173.4% | +93.8% |
| All | +327.7% | +83.8% | +243.9% | +104.7% |
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 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