+41.7%
BMY vs AEIS
+76.3%
-34.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -1.0% |
| 7D | -6.4% | -0.2% | -6.2% | -6.4% |
| 30D | +0.2% | -16.4% | +16.6% | +0.2% |
| 3M | +16.0% | -11.1% | +27.1% | +14.7% |
| 6M | +8.3% | -12.0% | +20.4% | +7.0% |
| YTD | +22.2% | +30.9% | -8.7% | +17.7% |
| 1Y | +41.7% | +74.3% | -32.6% | +30.6% |
| All | +41.7% | +76.3% | -34.6% | +30.6% |
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 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