+43.1%
BMY vs AEIS
+159.1%
-116.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.9% |
| 7D | -1.3% | +23.2% | -24.5% | -1.5% |
| 30D | +10.0% | -17.0% | +27.0% | +10.4% |
| 3M | -1.2% | -32.2% | +31.0% | -0.2% |
| 6M | +12.8% | -32.6% | +45.4% | +13.2% |
| YTD | +20.7% | +9.4% | +11.3% | +16.5% |
| 1Y | +32.6% | +7.7% | +25.0% | +28.1% |
| All | +43.1% | +159.1% | -116.0% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling