-35.2%
BROS vs AEIS
+4.7%
-39.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.0% | +10.5% | +7.1% |
| 7D | +6.3% | +11.5% | -5.2% | +4.4% |
| 30D | -8.3% | -15.8% | +7.4% | -7.2% |
| 3M | -29.8% | -33.3% | +3.5% | -27.2% |
| 6M | -25.8% | -35.2% | +9.4% | -23.9% |
| YTD | -41.4% | +5.0% | -46.4% | -42.1% |
| 1Y | -35.2% | +8.5% | -43.6% | -36.2% |
| All | -35.2% | +4.7% | -39.8% | -36.2% |
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 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