+1,251.0%
BE vs AEIS
+228.8%
+1,022.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.8% | +6.8% | +7.2% |
| 7D | +29.8% | +8.1% | +21.6% | +21.7% |
| 30D | +26.4% | -11.1% | +37.5% | +39.4% |
| 3M | +9.3% | -5.6% | +15.0% | +14.7% |
| 6M | +105.1% | -0.6% | +105.7% | +101.9% |
| YTD | +219.0% | +38.0% | +181.0% | +132.1% |
| 1Y | +418.8% | +87.2% | +331.5% | +201.8% |
| 3Y | +1,784.6% | +179.7% | +1,604.9% | +639.8% |
| 5Y | +1,251.0% | +241.7% | +1,009.2% | +320.6% |
| All | +1,251.0% | +228.8% | +1,022.2% | +320.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling