+42.0%
BNY vs AEIS
-10.3%
+52.3%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.2% | +0.4% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +1.4% | -16.4% | +17.8% | +2.9% |
| 3M | +16.8% | -11.1% | +27.9% | +16.3% |
| 6M | +42.0% | -12.0% | +54.0% | +39.4% |
| All | +42.0% | -10.3% | +52.3% | +39.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling