+256.9%
BNY vs AEIS
+232.6%
+24.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -1.1% |
| 7D | -1.3% | +2.3% | -3.6% | -1.9% |
| 30D | -0.2% | -14.8% | +14.6% | +3.1% |
| 3M | +14.9% | -15.6% | +30.5% | +17.1% |
| 6M | +40.0% | -8.7% | +48.7% | +37.9% |
| YTD | +42.0% | +37.3% | +4.6% | +23.6% |
| 1Y | +56.9% | +80.3% | -23.5% | +24.7% |
| 3Y | +289.9% | +177.9% | +111.9% | +158.1% |
| All | +256.9% | +232.6% | +24.3% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling