+76.2%
BND vs AEIS
+1,212.5%
-1,136.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.1% |
| 7D | +0.1% | +8.1% | -8.0% | +0.1% |
| 30D | -0.4% | -11.1% | +10.8% | -0.4% |
| 3M | -0.2% | -5.6% | +5.4% | -0.2% |
| 6M | -1.2% | -0.6% | -0.5% | -1.2% |
| YTD | -0.3% | +38.0% | -38.3% | -0.2% |
| 1Y | +0.4% | +87.2% | -86.8% | +0.5% |
| 3Y | +13.4% | +179.7% | -166.3% | +13.7% |
| 5Y | -1.5% | +241.7% | -243.3% | -1.1% |
| 10Y | +15.5% | +547.2% | -531.7% | +17.1% |
| All | +76.2% | +1,212.5% | -1,136.3% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling