+1,659.2%
BE vs AEIS
+160.4%
+1,498.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.5% | -5.3% |
| 7D | -13.4% | -6.9% | -6.5% | -7.9% |
| 30D | -33.9% | -23.2% | -10.7% | -17.3% |
| 3M | -12.0% | -29.5% | +17.5% | +17.3% |
| 6M | -29.0% | -37.9% | +8.9% | +5.1% |
| YTD | +113.4% | +6.0% | +107.4% | +99.8% |
| 1Y | +33.2% | +1.2% | +31.9% | +32.2% |
| 3Y | +1,659.2% | +150.0% | +1,509.3% | +740.9% |
| All | +1,659.2% | +160.4% | +1,498.8% | +740.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling