+39.4%
BEN vs AEIS
+238.7%
-199.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.2% |
| 7D | +3.4% | +6.5% | -3.1% | +1.3% |
| 30D | +1.8% | -9.2% | +11.0% | +4.4% |
| 3M | +8.4% | -8.3% | +16.7% | +7.9% |
| 6M | +35.6% | -6.3% | +42.0% | +30.8% |
| YTD | +46.4% | +36.5% | +9.9% | +19.2% |
| 1Y | +46.3% | +84.8% | -38.4% | +2.5% |
| 3Y | +54.6% | +176.6% | -122.0% | -16.2% |
| 5Y | +39.4% | +237.1% | -197.7% | -36.4% |
| All | +39.4% | +238.7% | -199.4% | -36.4% |
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