+53.4%
BHP vs AEIS
+6.2%
+47.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -11.1% | +13.7% | +5.0% |
| 7D | -2.5% | -12.7% | +10.2% | 0.0% |
| 30D | -7.7% | -28.8% | +21.1% | -1.0% |
| 3M | -6.4% | -38.0% | +31.6% | +3.1% |
| 6M | +5.2% | -45.3% | +50.5% | +16.9% |
| YTD | +38.3% | +1.1% | +37.2% | +35.1% |
| 1Y | +53.4% | +8.6% | +44.8% | +48.0% |
| All | +53.4% | +6.2% | +47.1% | +48.0% |
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