+51.8%
BEN vs AEIS
+562.2%
-510.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -5.0% | -1.6% |
| 7D | -3.1% | +2.3% | -5.4% | -3.9% |
| 30D | +0.2% | -14.8% | +15.0% | +4.9% |
| 3M | +6.8% | -15.6% | +22.4% | +9.7% |
| 6M | +38.1% | -8.7% | +46.8% | +35.4% |
| YTD | +44.3% | +37.3% | +7.0% | +20.7% |
| 1Y | +42.6% | +80.3% | -37.8% | +6.4% |
| 3Y | +52.3% | +177.9% | -125.6% | -7.3% |
| 5Y | +37.6% | +235.8% | -198.2% | -23.1% |
| All | +51.8% | +562.2% | -510.4% | -41.2% |
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 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