-35.7%
BIDU vs AEIS
+6.2%
-41.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -11.1% | +15.6% | +6.6% |
| 7D | +1.2% | -12.7% | +13.9% | +3.5% |
| 30D | -7.5% | -28.8% | +21.3% | -1.4% |
| 3M | -28.6% | -38.0% | +9.5% | -21.5% |
| 6M | -36.9% | -45.3% | +8.4% | -29.0% |
| YTD | -38.4% | +1.1% | -39.6% | -45.3% |
| 1Y | -35.7% | +8.6% | -44.3% | -43.8% |
| All | -35.7% | +6.2% | -41.9% | -43.8% |
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